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
5726
$34K ﹤0.01%
1,362
+600
5727
$34K ﹤0.01%
6,200
5728
$34K ﹤0.01%
3,486
-3,556
5729
$34K ﹤0.01%
12,649
-13,690
5730
$34K ﹤0.01%
3,749
-279
5731
$33K ﹤0.01%
4,053
+500
5732
$33K ﹤0.01%
3,517
-1,000
5733
$33K ﹤0.01%
2,785
-4,040
5734
$33K ﹤0.01%
917
-3,424
5735
$33K ﹤0.01%
19,253
-29,848
5736
$32K ﹤0.01%
4,321
-1,360
5737
$32K ﹤0.01%
400
-200
5738
$32K ﹤0.01%
3,282
-10,156
5739
$32K ﹤0.01%
2,818
+18
5740
$32K ﹤0.01%
5,118
-15,719
5741
$32K ﹤0.01%
3,738
-3,107
5742
$32K ﹤0.01%
409
-176
5743
$32K ﹤0.01%
+1,357
5744
$32K ﹤0.01%
+722
5745
$32K ﹤0.01%
2,522
+1,372
5746
$32K ﹤0.01%
9,479
-27,028
5747
$32K ﹤0.01%
3,271
-30,904
5748
$32K ﹤0.01%
23,735
+18,789
5749
$31K ﹤0.01%
10,974
-12,793
5750
$31K ﹤0.01%
3,563
+3,529
228 229
230
231 232