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
4676
$383K ﹤0.01%
55,487
-5,124
4677
$382K ﹤0.01%
8,058
+130
4678
$382K ﹤0.01%
15,150
+10,864
4679
$381K ﹤0.01%
21
-5
4680
$379K ﹤0.01%
6,808
-13,011
4681
$379K ﹤0.01%
24,862
+6,400
4682
$379K ﹤0.01%
40,719
+36,184
4683
$378K ﹤0.01%
6,912
-16,739
4684
$378K ﹤0.01%
15,823
+12,582
4685
$378K ﹤0.01%
5,663
-212
4686
$377K ﹤0.01%
37,140
+1,260
4687
$376K ﹤0.01%
40,725
+20,423
4688
$375K ﹤0.01%
20,208
+3,771
4689
$375K ﹤0.01%
17,511
-53,647
4690
$375K ﹤0.01%
33,758
-1,064
4691
$375K ﹤0.01%
48,756
-386,651
4692
$375K ﹤0.01%
88,179
+23,224
4693
$374K ﹤0.01%
22,804
+15,662
4694
$373K ﹤0.01%
428
+303
4695
$373K ﹤0.01%
59,533
+46,006
4696
$373K ﹤0.01%
28,311
-3,743
4697
$372K ﹤0.01%
3,497
+1,021
4698
$372K ﹤0.01%
27,788
+5,093
4699
$371K ﹤0.01%
19,761
-15,429
4700
$371K ﹤0.01%
18,217
+6,204
186 187
188
189 190