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
5276
$127K ﹤0.01%
10,580
+5,053
5277
$127K ﹤0.01%
3,824
-62,552
5278
$126K ﹤0.01%
29,028
-15,225
5279
$125K ﹤0.01%
10,696
-14,203
5280
$125K ﹤0.01%
4,175
5281
$125K ﹤0.01%
30,183
-50,973
5282
$125K ﹤0.01%
12,243
-2,671
5283
$125K ﹤0.01%
5,073
-2,105
5284
$124K ﹤0.01%
4,036
-33,363
5285
$124K ﹤0.01%
4,433
+556
5286
$123K ﹤0.01%
1,723
-1,693
5287
$123K ﹤0.01%
25,013
+1,091
5288
$123K ﹤0.01%
70,494
+15,700
5289
$123K ﹤0.01%
9,332
5290
$123K ﹤0.01%
214,218
-14,242
5291
$122K ﹤0.01%
6,207
-14,517
5292
$122K ﹤0.01%
655
+300
5293
$122K ﹤0.01%
34,186
-3,105
5294
$122K ﹤0.01%
8,106
+149
5295
$122K ﹤0.01%
5,978
+3,002
5296
$121K ﹤0.01%
2,873
+1,122
5297
$121K ﹤0.01%
4,949
+2,694
5298
$121K ﹤0.01%
1,890
+464
5299
$120K ﹤0.01%
78
+60
5300
$120K ﹤0.01%
4,828
+2,565
210 211
212
213 214