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
4751
$341K ﹤0.01%
14,908
-3,122
4752
$341K ﹤0.01%
17,710
+16,610
4753
$340K ﹤0.01%
25,508
-1,254
4754
$339K ﹤0.01%
6,110
+1,444
4755
$337K ﹤0.01%
14,019
-38,267
4756
$335K ﹤0.01%
15,881
+14,718
4757
$335K ﹤0.01%
7,967
-1,692
4758
$335K ﹤0.01%
12,122
+3,845
4759
$335K ﹤0.01%
34,405
+16,206
4760
$334K ﹤0.01%
13,782
+7,895
4761
$334K ﹤0.01%
13,950
-122,863
4762
$334K ﹤0.01%
64,178
-36,189
4763
$333K ﹤0.01%
4,888
-1,600
4764
$333K ﹤0.01%
90,142
+43,417
4765
$333K ﹤0.01%
36,836
-1,588
4766
$333K ﹤0.01%
17,531
-30,219
4767
$331K ﹤0.01%
26,619
+9,843
4768
$331K ﹤0.01%
29,160
-26,297
4769
$331K ﹤0.01%
158,907
-233
4770
$331K ﹤0.01%
15,140
+1,389
4771
$330K ﹤0.01%
1,370
+1,329
4772
$330K ﹤0.01%
3,073
-18,884
4773
$330K ﹤0.01%
2,177
+170
4774
$329K ﹤0.01%
24,092
+8,038
4775
$329K ﹤0.01%
6,203
-17,861
189 190
191
192 193