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
4626
$411K ﹤0.01%
346,142
-1,333,501
4627
$410K ﹤0.01%
5,359
-1,158
4628
$410K ﹤0.01%
30,184
+1,453
4629
$409K ﹤0.01%
8,177
-878
4630
– –
0
4631
$409K ﹤0.01%
9,706
-44
4632
$408K ﹤0.01%
16,656
-8,048
4633
$405K ﹤0.01%
57,779
-700
4634
$404K ﹤0.01%
27,370
+24,169
4635
$403K ﹤0.01%
19,492
+10,960
4636
$403K ﹤0.01%
33,176
-336
4637
$403K ﹤0.01%
8,560
-6
4638
$403K ﹤0.01%
41,959
+39,459
4639
$402K ﹤0.01%
8,300
+1,030
4640
$402K ﹤0.01%
84,007
-624,149
4641
$402K ﹤0.01%
136,444
-56,091
4642
$401K ﹤0.01%
44,094
+300
4643
$401K ﹤0.01%
124
-504
4644
$400K ﹤0.01%
8,554
-290
4645
$400K ﹤0.01%
30,089
+12,496
4646
$398K ﹤0.01%
16,881
+6,930
4647
$398K ﹤0.01%
28,511
-1,813
4648
$398K ﹤0.01%
44,514
+3,521
4649
$398K ﹤0.01%
180,601
+94,510
4650
$397K ﹤0.01%
22,226
-275
184 185
186
187 188