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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 7.45%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5101
$184K ﹤0.01%
4,906
-3,863
5102
$184K ﹤0.01%
11,480
-99,299
5103
$184K ﹤0.01%
11,261
5104
$183K ﹤0.01%
33,847
-30,193
5105
$183K ﹤0.01%
52
+48
5106
$183K ﹤0.01%
4,147
-748
5107
$182K ﹤0.01%
841
-1,630
5108
$182K ﹤0.01%
5,127
+283
5109
$182K ﹤0.01%
388
-2,875
5110
$182K ﹤0.01%
3,193
-479
5111
$182K ﹤0.01%
25,888
+4,671
5112
$181K ﹤0.01%
18,063
+9,367
5113
$180K ﹤0.01%
5,555
-7,882
5114
$180K ﹤0.01%
7,128
+6,826
5115
$180K ﹤0.01%
18,348
+14,104
5116
$180K ﹤0.01%
11,434
-31,714
5117
$179K ﹤0.01%
4,518
-311
5118
$178K ﹤0.01%
54,466
+29,829
5119
$178K ﹤0.01%
2,475
-393
5120
$177K ﹤0.01%
18,380
+14,249
5121
$177K ﹤0.01%
1,376
+238
5122
$177K ﹤0.01%
17,121
-7,702
5123
$177K ﹤0.01%
2,425
-699
5124
$177K ﹤0.01%
7,411
+7,111
5125
$176K ﹤0.01%
212
-5
203 204
205
206 207