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
4851
$290K ﹤0.01%
10,105
-3,974
4852
$289K ﹤0.01%
30,512
+28,689
4853
$289K ﹤0.01%
9,580
+866
4854
$288K ﹤0.01%
13,914
+246
4855
$288K ﹤0.01%
11,642
-1,227
4856
$288K ﹤0.01%
21,749
-19,408
4857
$286K ﹤0.01%
9,317
-5,994
4858
$286K ﹤0.01%
55,507
-388,032
4859
$286K ﹤0.01%
14,051
-13,500
4860
$286K ﹤0.01%
12,051
-21,816
4861
$285K ﹤0.01%
16,924
-1,169
4862
$285K ﹤0.01%
17,398
-32,523
4863
$284K ﹤0.01%
12,159
+8,080
4864
$284K ﹤0.01%
17
-55
4865
$282K ﹤0.01%
24,710
-23,907
4866
$282K ﹤0.01%
6,144
+762
4867
$282K ﹤0.01%
15,944
-13,965
4868
$282K ﹤0.01%
10,743
-6,168
4869
$282K ﹤0.01%
24,188
+7,602
4870
$281K ﹤0.01%
44,958
-12,338
4871
$280K ﹤0.01%
11,837
+660
4872
$280K ﹤0.01%
21,289
-1,400
4873
$280K ﹤0.01%
8,555
+3,006
4874
$279K ﹤0.01%
18,155
+10,696
4875
$278K ﹤0.01%
10,826
-12,000
193 194
195
196 197