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
4826
$303K ﹤0.01%
13,682
-46,171
4827
$302K ﹤0.01%
23,268
+753
4828
$302K ﹤0.01%
11,392
-1,318
4829
$300K ﹤0.01%
37,768
+425
4830
$300K ﹤0.01%
31,885
-4,759
4831
$298K ﹤0.01%
73,465
-76,919
4832
$298K ﹤0.01%
47,033
-122,552
4833
$297K ﹤0.01%
27,894
-4,448
4834
$296K ﹤0.01%
27,637
-8,916
4835
$296K ﹤0.01%
20,491
-9,816
4836
$296K ﹤0.01%
20,670
+2,853
4837
$296K ﹤0.01%
19,650
+1,086
4838
$295K ﹤0.01%
5,494
+560
4839
$295K ﹤0.01%
15,522
+1,751
4840
$294K ﹤0.01%
18,132
-3,002
4841
$294K ﹤0.01%
4,075
+33
4842
$294K ﹤0.01%
38,827
-5,505
4843
$293K ﹤0.01%
6,727
-63,785
4844
$293K ﹤0.01%
16,702
-23,711
4845
$293K ﹤0.01%
16,174
+3,035
4846
$292K ﹤0.01%
13,944
-9,949
4847
$291K ﹤0.01%
9,624
+6,194
4848
$291K ﹤0.01%
9,664
-14,903
4849
$290K ﹤0.01%
3,778
-693
4850
$290K ﹤0.01%
11,108
+4,224
192 193
194
195 196