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
4976
$236K ﹤0.01%
57,174
+2,460
4977
$235K ﹤0.01%
16,405
+177
4978
$234K ﹤0.01%
5,099
-1,033
4979
$233K ﹤0.01%
29,223
-14,415
4980
$233K ﹤0.01%
7,310
+110
4981
$232K ﹤0.01%
10,534
-65,915
4982
$232K ﹤0.01%
116,296
-52,466
4983
$232K ﹤0.01%
16,075
-1,750
4984
$232K ﹤0.01%
53,900
+1,036
4985
$230K ﹤0.01%
16,792
-955
4986
$230K ﹤0.01%
12,720
-1,202
4987
$230K ﹤0.01%
124,004
-38,548
4988
$229K ﹤0.01%
3,601
+2,413
4989
$229K ﹤0.01%
23,297
+3,392
4990
$229K ﹤0.01%
23,003
-2,859
4991
$228K ﹤0.01%
10,189
-4,533
4992
$228K ﹤0.01%
93,566
+1,847
4993
$228K ﹤0.01%
10,344
-893
4994
$228K ﹤0.01%
7,048
+3,172
4995
$227K ﹤0.01%
157,182
-66,165
4996
$227K ﹤0.01%
54,513
+23,430
4997
$226K ﹤0.01%
29,838
+847
4998
$226K ﹤0.01%
6,232
+5,767
4999
$225K ﹤0.01%
10,524
-6,880
5000
$225K ﹤0.01%
8,835
+203
198 199
200
201 202