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
4901
$268K ﹤0.01%
24,399
4902
$268K ﹤0.01%
10,312
+636
4903
$268K ﹤0.01%
31,723
-4,109
4904
$267K ﹤0.01%
15,744
-468
4905
$267K ﹤0.01%
+10,537
4906
$267K ﹤0.01%
8,133
+2,399
4907
$267K ﹤0.01%
33,812
+1,193
4908
$266K ﹤0.01%
6,913
-1,785
4909
$264K ﹤0.01%
802
-4,091
4910
$264K ﹤0.01%
16,417
-17,261
4911
$264K ﹤0.01%
7,728
-63
4912
$264K ﹤0.01%
13,572
+10,860
4913
$264K ﹤0.01%
25,408
-1,200
4914
$263K ﹤0.01%
172,163
-118,549
4915
$263K ﹤0.01%
8
-5
4916
$263K ﹤0.01%
27,199
-1,694
4917
$262K ﹤0.01%
45
-39
4918
$262K ﹤0.01%
23,646
-5,282
4919
$261K ﹤0.01%
21,679
-15,367
4920
$261K ﹤0.01%
20,742
-3,998
4921
$260K ﹤0.01%
14,354
-42,884
4922
$259K ﹤0.01%
19,735
-81,135
4923
$259K ﹤0.01%
19,904
-3,850
4924
$259K ﹤0.01%
14,279
+2,277
4925
$258K ﹤0.01%
21,894
-17,151
195 196
197
198 199