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
5001
$225K ﹤0.01%
1,050
-3,324
5002
$225K ﹤0.01%
1,644
+598
5003
$224K ﹤0.01%
+29,607
5004
$224K ﹤0.01%
4,119
-4,099
5005
$224K ﹤0.01%
8,123
-19,841
5006
$223K ﹤0.01%
25,958
+14,815
5007
$223K ﹤0.01%
56,955
-157
5008
$222K ﹤0.01%
8,482
-830
5009
$221K ﹤0.01%
23,726
-4,731
5010
$221K ﹤0.01%
6,826
-4,032
5011
$220K ﹤0.01%
23,357
-10,345
5012
$219K ﹤0.01%
3,087
-4,086
5013
$219K ﹤0.01%
18
+12
5014
$218K ﹤0.01%
8,120
-1,321
5015
$218K ﹤0.01%
11,886
+10,004
5016
$218K ﹤0.01%
15,904
-5
5017
$218K ﹤0.01%
11,260
+2,875
5018
$217K ﹤0.01%
19,193
5019
$217K ﹤0.01%
385
-210
5020
$216K ﹤0.01%
10,878
-7,653
5021
$216K ﹤0.01%
4,560
5022
$216K ﹤0.01%
21,340
-228,384
5023
$216K ﹤0.01%
14,951
+6,073
5024
$216K ﹤0.01%
+9,230
5025
$216K ﹤0.01%
5,411
199 200
201
202 203