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
5026
$215K ﹤0.01%
13,196
-2,562
5027
$215K ﹤0.01%
541
+282
5028
$213K ﹤0.01%
10,898
-7,157
5029
$213K ﹤0.01%
5,775
-7,631
5030
$213K ﹤0.01%
142
-53
5031
$213K ﹤0.01%
15,849
+2,822
5032
$213K ﹤0.01%
5,031
+1,571
5033
$213K ﹤0.01%
17,060
5034
$212K ﹤0.01%
15,923
+248
5035
$212K ﹤0.01%
19,800
+936
5036
$212K ﹤0.01%
2,079
-5
5037
$212K ﹤0.01%
15,228
5038
$210K ﹤0.01%
21,250
-20,754
5039
$210K ﹤0.01%
12,424
+6,433
5040
$210K ﹤0.01%
42,169
-3,233
5041
$209K ﹤0.01%
19,605
-3,903
5042
$209K ﹤0.01%
13,525
-3,209
5043
$207K ﹤0.01%
12,365
-3,917
5044
$207K ﹤0.01%
46,592
-62,080
5045
$206K ﹤0.01%
21,570
-21,832
5046
$205K ﹤0.01%
17,728
+924
5047
$205K ﹤0.01%
8,304
-17,997
5048
$205K ﹤0.01%
4,433
+658
5049
$204K ﹤0.01%
11,450
+3,625
5050
$204K ﹤0.01%
189,053
-86,579
200 201
202
203 204