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
5551
$62K ﹤0.01%
6,451
+1,830
5552
$61K ﹤0.01%
3,984
+222
5553
$61K ﹤0.01%
12,281
-9,174
5554
$61K ﹤0.01%
10,023
-262
5555
$61K ﹤0.01%
2,721
+327
5556
$60K ﹤0.01%
3,769
-73
5557
$60K ﹤0.01%
12,499
+3,415
5558
$60K ﹤0.01%
10,013
+10,001
5559
$60K ﹤0.01%
25
-45
5560
$60K ﹤0.01%
3,175
-4,220
5561
$60K ﹤0.01%
15,555
+3,921
5562
$59K ﹤0.01%
1,518
-235
5563
$59K ﹤0.01%
38,700
-15,375
5564
$59K ﹤0.01%
3,080
-14,577
5565
$59K ﹤0.01%
11,647
-52,035
5566
$59K ﹤0.01%
6,628
-9,963
5567
$58K ﹤0.01%
1,675
-1,585,201
5568
$58K ﹤0.01%
528
-395
5569
$58K ﹤0.01%
2,994
-1,052
5570
$58K ﹤0.01%
12,940
-3,699
5571
$58K ﹤0.01%
+1,845
5572
$58K ﹤0.01%
8,652
-1,442
5573
$58K ﹤0.01%
25,037
-30,866
5574
$58K ﹤0.01%
2,004
+1,651
5575
$58K ﹤0.01%
2,088
+1,564
221 222
223
224 225