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
5526
$67K ﹤0.01%
27
+11
5527
$67K ﹤0.01%
49,090
-30,197
5528
$66K ﹤0.01%
71,056
-403
5529
$66K ﹤0.01%
2,958
+1,259
5530
$66K ﹤0.01%
+3,164
5531
$66K ﹤0.01%
8,809
+2,278
5532
$66K ﹤0.01%
1,703
5533
$65K ﹤0.01%
191
-1,682
5534
$65K ﹤0.01%
5,183
+4,378
5535
$65K ﹤0.01%
3,049
+2,794
5536
$65K ﹤0.01%
21,134
+4,941
5537
$65K ﹤0.01%
4,913
-528
5538
$65K ﹤0.01%
4,475
+20
5539
$64K ﹤0.01%
3,284
+293
5540
$64K ﹤0.01%
13,579
-1,376
5541
$64K ﹤0.01%
6,556
+1,544
5542
$64K ﹤0.01%
2,694
+1,377
5543
$64K ﹤0.01%
32,312
-5,825
5544
$64K ﹤0.01%
3,417
5545
$64K ﹤0.01%
1,655
+109
5546
$64K ﹤0.01%
4,360
5547
$63K ﹤0.01%
35,064
-408
5548
$63K ﹤0.01%
4,247
+1,167
5549
$62K ﹤0.01%
5,596
-2,394
5550
– –
0
220 221
222
223 224