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
5476
$77K ﹤0.01%
9,597
+8,597
5477
$76K ﹤0.01%
1,829
-9,973
5478
$76K ﹤0.01%
568
-158
5479
$76K ﹤0.01%
6,109
-289
5480
$76K ﹤0.01%
8,123
-9,374
5481
$76K ﹤0.01%
3,124
5482
$75K ﹤0.01%
6,673
-27,535
5483
$75K ﹤0.01%
+6,647
5484
$75K ﹤0.01%
16,212
-19,562
5485
$75K ﹤0.01%
2,428
5486
$75K ﹤0.01%
19,540
+2
5487
$75K ﹤0.01%
4,191
+436
5488
$74K ﹤0.01%
10,728
-2,799
5489
$74K ﹤0.01%
9,215
-4,158
5490
$74K ﹤0.01%
5,661
+727
5491
$74K ﹤0.01%
11
-7
5492
$74K ﹤0.01%
+5,631
5493
$74K ﹤0.01%
19,319
-57,833
5494
$73K ﹤0.01%
27,415
-9,094
5495
$73K ﹤0.01%
4,200
-47,597
5496
$73K ﹤0.01%
4,990
-422
5497
$73K ﹤0.01%
20,217
-6,312
5498
$73K ﹤0.01%
2,503
+2,500
5499
$72K ﹤0.01%
18,579
-38,732
5500
$72K ﹤0.01%
87
-7
218 219
220
221 222