Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$544M
3
+$509M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$503M
5
CPRI icon
Capri Holdings
CPRI
+$469M

Top Sells

1
+$771M
2
+$638M
3
+$446M
4
DLTR icon
Dollar Tree
DLTR
+$430M
5
TXI
TEXAS INDUSTRIES INC
TXI
+$384M

Sector Composition

1 Technology 8.95%
2 Financials 8.74%
3 Healthcare 8.55%
4 Energy 7.46%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4351
$619K ﹤0.01%
65,731
+6,887
4352
$619K ﹤0.01%
1,411
+376
4353
$619K ﹤0.01%
48,779
+26,392
4354
$619K ﹤0.01%
158,808
+10,206
4355
$618K ﹤0.01%
12,482
-3,633
4356
$617K ﹤0.01%
643
+509
4357
$615K ﹤0.01%
19,328
-7,352
4358
$614K ﹤0.01%
31,572
-61,836
4359
$614K ﹤0.01%
17,729
-1,221
4360
$613K ﹤0.01%
48,198
+16,903
4361
$613K ﹤0.01%
104,499
+31,374
4362
$612K ﹤0.01%
48,859
-51,390
4363
$610K ﹤0.01%
24,192
+8,050
4364
$609K ﹤0.01%
16,690
-1,547
4365
$609K ﹤0.01%
88,453
+5,011
4366
$606K ﹤0.01%
357,007
+68,847
4367
$605K ﹤0.01%
68,359
+62,584
4368
$605K ﹤0.01%
94,347
+12,613
4369
$604K ﹤0.01%
41,982
-10,287
4370
$603K ﹤0.01%
21,326
-37,589
4371
$602K ﹤0.01%
99,753
+71,006
4372
$602K ﹤0.01%
40,414
+411
4373
$601K ﹤0.01%
18,006
-73,611
4374
$601K ﹤0.01%
16,207
-19,170
4375
$600K ﹤0.01%
14,995
-13,612
173 174
175
176 177