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
4401
$578K ﹤0.01%
17,214
+6,409
4402
$577K ﹤0.01%
36,800
-45,674
4403
$577K ﹤0.01%
18,571
-132,549
4404
$576K ﹤0.01%
37,838
+29,245
4405
$576K ﹤0.01%
30,936
-5,820
4406
$575K ﹤0.01%
22,896
+4,256
4407
$574K ﹤0.01%
170,987
+4,300
4408
$572K ﹤0.01%
11,324
-1,009
4409
$570K ﹤0.01%
224,670
-88,184
4410
$570K ﹤0.01%
101,609
-13,276
4411
$568K ﹤0.01%
124,062
+33,293
4412
$567K ﹤0.01%
+23,182
4413
$567K ﹤0.01%
4,574
-7
4414
$565K ﹤0.01%
16,075
-61,432
4415
$565K ﹤0.01%
25,623
-62,167
4416
$564K ﹤0.01%
2,949
+1,242
4417
$564K ﹤0.01%
27,778
-881
4418
$563K ﹤0.01%
51,458
+7,933
4419
$562K ﹤0.01%
12,805
+4,538
4420
$560K ﹤0.01%
261,516
-488
4421
$560K ﹤0.01%
15,649
+2,049
4422
$560K ﹤0.01%
22,227
+16,621
4423
$559K ﹤0.01%
128,065
+38,346
4424
$558K ﹤0.01%
367,217
-1,943
4425
$557K ﹤0.01%
41,494
-9,138
175 176
177
178 179