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
4951
$247K ﹤0.01%
19,669
+11,242
4952
$246K ﹤0.01%
788
+320
4953
$244K ﹤0.01%
23,861
+12,629
4954
$244K ﹤0.01%
+2
4955
$244K ﹤0.01%
10,173
-25,070
4956
$244K ﹤0.01%
11,361
-842
4957
$244K ﹤0.01%
17,671
-4,169
4958
$243K ﹤0.01%
7,538
+2,472
4959
$243K ﹤0.01%
33,120
-2,883
4960
$243K ﹤0.01%
3,356
+435
4961
$243K ﹤0.01%
65,109
-33,563
4962
$243K ﹤0.01%
13,051
+7,018
4963
$241K ﹤0.01%
5,314
-29,438
4964
$241K ﹤0.01%
+14,949
4965
$240K ﹤0.01%
36,635
-125,220
4966
$240K ﹤0.01%
14,758
-349
4967
$240K ﹤0.01%
34,865
+17,201
4968
$239K ﹤0.01%
9,590
-1,727
4969
$239K ﹤0.01%
29,619
+18,782
4970
$239K ﹤0.01%
63,700
-1,541,477
4971
$238K ﹤0.01%
8,685
-140
4972
$237K ﹤0.01%
4,794
-3,190
4973
$237K ﹤0.01%
23,053
4974
$236K ﹤0.01%
8,580
-360
4975
$236K ﹤0.01%
+40
197 198
199
200 201