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
4776
$329K ﹤0.01%
12,819
+2,244
4777
$329K ﹤0.01%
+16,400
4778
$328K ﹤0.01%
7,299
+753
4779
$328K ﹤0.01%
12,084
-71,605
4780
$328K ﹤0.01%
76,537
+33,223
4781
$327K ﹤0.01%
45,858
-152,080
4782
$326K ﹤0.01%
14,392
-37,014
4783
$326K ﹤0.01%
101,840
-13,386
4784
$325K ﹤0.01%
14,812
+6,690
4785
$324K ﹤0.01%
21,631
-500
4786
$324K ﹤0.01%
14,600
+8,200
4787
$322K ﹤0.01%
21,484
-505
4788
$322K ﹤0.01%
30,658
-2,212
4789
$322K ﹤0.01%
28,495
-12,250
4790
$322K ﹤0.01%
9,205
-3,040
4791
$321K ﹤0.01%
14,655
-24,074
4792
$321K ﹤0.01%
18,555
-22,863
4793
$320K ﹤0.01%
14,588
-293
4794
$319K ﹤0.01%
14,164
+456
4795
$319K ﹤0.01%
24,197
+14,587
4796
$318K ﹤0.01%
7,166
+3,393
4797
$317K ﹤0.01%
25,263
-451
4798
$317K ﹤0.01%
13,317
+1,880
4799
$314K ﹤0.01%
4,038
-2,088
4800
$314K ﹤0.01%
23,879
-1,215
190 191
192
193 194