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
5176
$159K ﹤0.01%
17,910
+14,037
5177
$159K ﹤0.01%
80,537
+22,641
5178
$158K ﹤0.01%
10,781
-1,289
5179
$158K ﹤0.01%
6,498
-1,620
5180
$157K ﹤0.01%
4,274
-2,031
5181
$157K ﹤0.01%
10,105
+1,951
5182
$155K ﹤0.01%
+12,473
5183
$154K ﹤0.01%
17,903
-13,439
5184
$154K ﹤0.01%
1,449
+469
5185
$154K ﹤0.01%
4,382
-3,606
5186
$154K ﹤0.01%
5,023
-250
5187
$154K ﹤0.01%
11,446
+10,489
5188
$153K ﹤0.01%
10,804
-4,129
5189
$152K ﹤0.01%
25,027
+6,158
5190
$152K ﹤0.01%
4,879
+2,049
5191
$152K ﹤0.01%
44,457
-9,300
5192
$152K ﹤0.01%
6,316
-19,023
5193
$151K ﹤0.01%
+10,594
5194
$151K ﹤0.01%
1,195
-26,318
5195
$151K ﹤0.01%
5,174
+131
5196
$151K ﹤0.01%
21,663
-4,696
5197
$150K ﹤0.01%
1,062
-1,134
5198
$150K ﹤0.01%
8,200
-29,392
5199
$150K ﹤0.01%
6,687
-142,838
5200
$150K ﹤0.01%
4,417
-666
206 207
208
209 210