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
5351
$110K ﹤0.01%
380
-34
5352
$109K ﹤0.01%
11,916
+5,645
5353
$109K ﹤0.01%
14,720
-5,213
5354
$109K ﹤0.01%
4,591
-6,665
5355
$109K ﹤0.01%
5,505
5356
$108K ﹤0.01%
+2,525
5357
$108K ﹤0.01%
51,543
-275,777
5358
$108K ﹤0.01%
1,480
+490
5359
$108K ﹤0.01%
6,184
-2,068
5360
$108K ﹤0.01%
6,442
-811
5361
$108K ﹤0.01%
13,279
-15,405
5362
$107K ﹤0.01%
56
-211
5363
$107K ﹤0.01%
+2,522
5364
$107K ﹤0.01%
3,200
+246
5365
$106K ﹤0.01%
3,165
-771
5366
$106K ﹤0.01%
215
-822
5367
$106K ﹤0.01%
3,912
5368
$106K ﹤0.01%
24,231
-3,331
5369
$106K ﹤0.01%
6,209
-4,403
5370
$106K ﹤0.01%
2,206
+60
5371
$105K ﹤0.01%
11,263
+717
5372
$105K ﹤0.01%
128,792
+89,847
5373
$105K ﹤0.01%
8,500
5374
$104K ﹤0.01%
5,903
+908
5375
$104K ﹤0.01%
28,161
+405
213 214
215
216 217