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
4926
$258K ﹤0.01%
9,323
-494
4927
$258K ﹤0.01%
9,648
-1,708
4928
$257K ﹤0.01%
10,000
-45,670
4929
$256K ﹤0.01%
2,930
-1,209
4930
$256K ﹤0.01%
5,729
-9,933
4931
$255K ﹤0.01%
7,832
+235
4932
$253K ﹤0.01%
11,372
+2,649
4933
$253K ﹤0.01%
11,740
-139,996
4934
$251K ﹤0.01%
6,105
-29,154
4935
$251K ﹤0.01%
41,946
-140
4936
$251K ﹤0.01%
9,781
-30,709
4937
$250K ﹤0.01%
13,947
+4,205
4938
$250K ﹤0.01%
693
+80
4939
$250K ﹤0.01%
3,352
-3,376
4940
$250K ﹤0.01%
5,512
+886
4941
$250K ﹤0.01%
19,079
-1,442
4942
$249K ﹤0.01%
126,705
+68,907
4943
$248K ﹤0.01%
12,998
-474
4944
$248K ﹤0.01%
22,545
-428
4945
$247K ﹤0.01%
43,432
+14,720
4946
$247K ﹤0.01%
22,838
+5,660
4947
$247K ﹤0.01%
5,316
-1,142
4948
$247K ﹤0.01%
4,665
4949
$247K ﹤0.01%
10,102
+10,094
4950
$247K ﹤0.01%
124,500
+10,000
196 197
198
199 200