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
5701
$37K ﹤0.01%
640
+595
5702
$37K ﹤0.01%
5,166
-6,613
5703
$37K ﹤0.01%
1
5704
$37K ﹤0.01%
+5,015
5705
$37K ﹤0.01%
4,072
-6,061
5706
$37K ﹤0.01%
70,427
-125,581
5707
$36K ﹤0.01%
39,336
-157,066
5708
$36K ﹤0.01%
5,360
-80,822
5709
– –
0
5710
$36K ﹤0.01%
4,516
+2,000
5711
$36K ﹤0.01%
+8,514
5712
$36K ﹤0.01%
1,276
-1,174
5713
$36K ﹤0.01%
2,123
+1,327
5714
$35K ﹤0.01%
1,010
-1,791
5715
$35K ﹤0.01%
1,000
+500
5716
$35K ﹤0.01%
12
-22
5717
$35K ﹤0.01%
3,252
+825
5718
$35K ﹤0.01%
17,910
-6,399
5719
$35K ﹤0.01%
6,594
-2,500
5720
$35K ﹤0.01%
1,200
-1,100
5721
$35K ﹤0.01%
+510
5722
$35K ﹤0.01%
5,156
+3,926
5723
$35K ﹤0.01%
5,936
-564
5724
$34K ﹤0.01%
154
-17
5725
$34K ﹤0.01%
1,484
-1,602
227 228
229
230 231