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
5376
$103K ﹤0.01%
30,395
+4,257
5377
$103K ﹤0.01%
5,613
+846
5378
$103K ﹤0.01%
57,176
+12,046
5379
$102K ﹤0.01%
2,274
+427
5380
$102K ﹤0.01%
65,281
+58,010
5381
$101K ﹤0.01%
14,000
+192
5382
$101K ﹤0.01%
11,706
-18,480
5383
$101K ﹤0.01%
23,380
-8,712
5384
$101K ﹤0.01%
6,401
-1,144
5385
$101K ﹤0.01%
2,200
-698
5386
$101K ﹤0.01%
38,111
-157,252
5387
$100K ﹤0.01%
6,148
+277
5388
$100K ﹤0.01%
4,052
-6,304
5389
$100K ﹤0.01%
9,972
+1,400
5390
$100K ﹤0.01%
7,445
-10,239
5391
$99K ﹤0.01%
+5,487
5392
$99K ﹤0.01%
3,131
-3,328
5393
$99K ﹤0.01%
4,941
-1,229
5394
$99K ﹤0.01%
8,438
-770
5395
$99K ﹤0.01%
1,755
-200
5396
$98K ﹤0.01%
5,526
-6,949
5397
$98K ﹤0.01%
10,738
-16,479
5398
$98K ﹤0.01%
4,051
-4,335
5399
$98K ﹤0.01%
8,317
-6,140
5400
$98K ﹤0.01%
10,045
-16,475
214 215
216
217 218