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
5301
$120K ﹤0.01%
1,489
-5,587
5302
$120K ﹤0.01%
5,032
+1,292
5303
$120K ﹤0.01%
8,562
-19,038
5304
$120K ﹤0.01%
9,136
-16,435
5305
$120K ﹤0.01%
3,832
+3,827
5306
$120K ﹤0.01%
6,756
-779
5307
$120K ﹤0.01%
6,077
+3,482
5308
$120K ﹤0.01%
4,652
-12,816
5309
$119K ﹤0.01%
2,406
5310
$119K ﹤0.01%
12,574
-1,137
5311
$119K ﹤0.01%
183
+122
5312
$119K ﹤0.01%
14,518
-427
5313
$119K ﹤0.01%
+6,964
5314
$119K ﹤0.01%
4,412
+448
5315
$118K ﹤0.01%
4,200
5316
$118K ﹤0.01%
1,543
-1,754
5317
$118K ﹤0.01%
2,150
-100
5318
$117K ﹤0.01%
2,403
-162
5319
$117K ﹤0.01%
9,858
-100,866
5320
$117K ﹤0.01%
3,578
+103
5321
$117K ﹤0.01%
11,703
-5,461
5322
$117K ﹤0.01%
92,708
+21,118
5323
$117K ﹤0.01%
5,709
-466
5324
$116K ﹤0.01%
13,373
5325
$116K ﹤0.01%
7,354
+33
211 212
213
214 215