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
4576
$442K ﹤0.01%
27,097
+4,549
4577
$442K ﹤0.01%
24,914
+8,978
4578
$441K ﹤0.01%
30,804
+3,949
4579
$440K ﹤0.01%
31,891
-13,004
4580
$440K ﹤0.01%
8,601
-82
4581
$439K ﹤0.01%
21,538
+2,027
4582
$438K ﹤0.01%
18,571
+2,394
4583
$437K ﹤0.01%
12,995
-2,381
4584
$436K ﹤0.01%
17,099
-35
4585
$436K ﹤0.01%
11,816
-10,383
4586
$435K ﹤0.01%
18,081
+1,308
4587
$435K ﹤0.01%
18,459
-19,691
4588
$434K ﹤0.01%
85,138
-20,774
4589
$433K ﹤0.01%
22,679
-808
4590
$433K ﹤0.01%
8,527
-1,131
4591
$433K ﹤0.01%
18,107
-34,232
4592
$432K ﹤0.01%
46,060
+39,549
4593
$432K ﹤0.01%
65,186
-35,131
4594
$431K ﹤0.01%
9,001
-587
4595
$431K ﹤0.01%
30,775
-143,349
4596
$430K ﹤0.01%
28,661
+2,291
4597
$429K ﹤0.01%
17,905
-6,214
4598
$428K ﹤0.01%
8,872
-5,380
4599
$426K ﹤0.01%
35,776
-227,866
4600
$426K ﹤0.01%
5,226
-137
182 183
184
185 186