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
4476
$513K ﹤0.01%
23,211
-2,377
4477
$513K ﹤0.01%
7,136
+1,016
4478
$513K ﹤0.01%
+21,400
4479
$513K ﹤0.01%
16,650
-560,181
4480
$512K ﹤0.01%
29,379
-1,004
4481
$511K ﹤0.01%
28,549
-2,138
4482
$510K ﹤0.01%
34,674
+17,273
4483
$509K ﹤0.01%
+1
4484
$509K ﹤0.01%
38,152
+2,333
4485
$509K ﹤0.01%
61,116
-19,708
4486
$508K ﹤0.01%
37,785
+14,521
4487
$508K ﹤0.01%
31,302
+8,205
4488
$507K ﹤0.01%
62,843
-1,161
4489
$506K ﹤0.01%
18,032
-616
4490
$506K ﹤0.01%
6,951
+366
4491
$506K ﹤0.01%
49,694
+24,963
4492
$505K ﹤0.01%
24,376
-74,322
4493
$504K ﹤0.01%
25,363
-32,988
4494
$503K ﹤0.01%
34,250
-62,986
4495
$502K ﹤0.01%
43,187
+26,029
4496
$502K ﹤0.01%
15,183
+3,351
4497
$501K ﹤0.01%
40,637
+1,303
4498
$500K ﹤0.01%
20,940
+4,423
4499
$500K ﹤0.01%
35,692
+11,756
4500
$500K ﹤0.01%
14,956
-4,435
178 179
180
181 182