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
4501
$500K ﹤0.01%
37,194
+2,246
4502
$499K ﹤0.01%
11,338
-5,079
4503
$498K ﹤0.01%
98,132
+24,271
4504
$498K ﹤0.01%
32,054
+546
4505
$498K ﹤0.01%
15,992
+1,362
4506
$498K ﹤0.01%
29,334
-184,822
4507
$497K ﹤0.01%
6,637
+1,094
4508
$496K ﹤0.01%
249
+13
4509
$496K ﹤0.01%
152,503
+80,232
4510
$496K ﹤0.01%
20,966
+792
4511
$496K ﹤0.01%
45,412
-5,056
4512
$494K ﹤0.01%
51,433
+11,340
4513
$493K ﹤0.01%
59,545
4514
$493K ﹤0.01%
9,769
+2,865
4515
– –
0
4516
$492K ﹤0.01%
15,909
+666
4517
$492K ﹤0.01%
1,300
+186
4518
$492K ﹤0.01%
76,844
-40,758
4519
$491K ﹤0.01%
30,508
-6,247
4520
$489K ﹤0.01%
981
+686
4521
$488K ﹤0.01%
35,058
-17,016
4522
$488K ﹤0.01%
40,970
-47,075
4523
$486K ﹤0.01%
6,449
-825
4524
$486K ﹤0.01%
+45,238
4525
$485K ﹤0.01%
37,707
-248,634
179 180
181
182 183