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
5151
$166K ﹤0.01%
14,683
-4,499
5152
$166K ﹤0.01%
1,156
-174
5153
$166K ﹤0.01%
5,879
-54
5154
$165K ﹤0.01%
149,107
-40,665
5155
$165K ﹤0.01%
44,458
-41,014
5156
$165K ﹤0.01%
7,237
+5,087
5157
$164K ﹤0.01%
10,208
-4,032
5158
$164K ﹤0.01%
25,796
+2,643
5159
$164K ﹤0.01%
8,899
-336
5160
$164K ﹤0.01%
3,410
5161
$164K ﹤0.01%
11,706
+45
5162
$163K ﹤0.01%
11,366
+967
5163
$163K ﹤0.01%
5,628
-1,337
5164
$163K ﹤0.01%
5,642
-45
5165
$162K ﹤0.01%
11,068
+3,728
5166
$162K ﹤0.01%
13,488
-24,709
5167
$162K ﹤0.01%
11,506
-892
5168
– –
0
5169
$162K ﹤0.01%
12,490
+1,904
5170
$161K ﹤0.01%
32,350
5171
$161K ﹤0.01%
17,547
-4,623
5172
$160K ﹤0.01%
8,424
-675
5173
$160K ﹤0.01%
6,080
-78,506
5174
$159K ﹤0.01%
13,136
+3,907
5175
$159K ﹤0.01%
13,691
-13,011
205 206
207
208 209