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
5501
$72K ﹤0.01%
4,849
-915
5502
$72K ﹤0.01%
5,230
-285
5503
$72K ﹤0.01%
5,002
+790
5504
$72K ﹤0.01%
269,478
-75,916
5505
$71K ﹤0.01%
5,213
-26,107
5506
$71K ﹤0.01%
62,291
-309,664
5507
$71K ﹤0.01%
5,127
-1,017,972
5508
$71K ﹤0.01%
5,605
-18,082
5509
$71K ﹤0.01%
7,833
-1,150
5510
$71K ﹤0.01%
4,645
5511
$71K ﹤0.01%
55
-4
5512
$70K ﹤0.01%
4,452
-12,606
5513
$70K ﹤0.01%
6,839
5514
$70K ﹤0.01%
8,992
+439
5515
$69K ﹤0.01%
4,366
+3,708
5516
$69K ﹤0.01%
29,712
-4,814
5517
$69K ﹤0.01%
2,084
-1,325
5518
$69K ﹤0.01%
9,740
-3,176
5519
$69K ﹤0.01%
16,275
-46,678
5520
$69K ﹤0.01%
30,098
+3,889
5521
$69K ﹤0.01%
+1,350
5522
$68K ﹤0.01%
8,468
+1,456
5523
$68K ﹤0.01%
13,610
5524
$68K ﹤0.01%
+19,483
5525
$68K ﹤0.01%
1,230
+220
219 220
221
222 223