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
4701
$370K ﹤0.01%
20,146
-2,796
4702
$369K ﹤0.01%
24,172
-6,079
4703
$369K ﹤0.01%
12,307
-342
4704
$369K ﹤0.01%
231,181
-21,238
4705
$368K ﹤0.01%
119,433
-24,915
4706
$366K ﹤0.01%
57,237
-7,929
4707
$364K ﹤0.01%
39,920
+3,055
4708
$364K ﹤0.01%
22,275
+19,440
4709
$363K ﹤0.01%
18,152
-1,097
4710
$363K ﹤0.01%
12,112
+1,522
4711
$361K ﹤0.01%
94,923
+24,185
4712
$361K ﹤0.01%
28,592
-141
4713
$359K ﹤0.01%
22,863
+9,618
4714
$359K ﹤0.01%
+13
4715
$359K ﹤0.01%
9,907
+5,839
4716
$358K ﹤0.01%
23,500
+8,178
4717
$357K ﹤0.01%
38,112
+23,180
4718
$357K ﹤0.01%
4,173
-7,925
4719
$357K ﹤0.01%
8,538
-24,467
4720
$356K ﹤0.01%
40,703
+2,730
4721
$354K ﹤0.01%
109,691
-34,251
4722
$353K ﹤0.01%
32,350
-22,330
4723
$352K ﹤0.01%
12,976
+648
4724
$351K ﹤0.01%
11,014
+1,780
4725
$351K ﹤0.01%
17,890
-134,657
187 188
189
190 191