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
5926
$17K ﹤0.01%
283
+248
5927
$17K ﹤0.01%
1,261
+363
5928
$17K ﹤0.01%
750
5929
$17K ﹤0.01%
27,983
-464,840
5930
$17K ﹤0.01%
+279,308
5931
$17K ﹤0.01%
+350
5932
$17K ﹤0.01%
4,500
-2,424
5933
$16K ﹤0.01%
17
5934
$16K ﹤0.01%
6,894
+3,735
5935
$16K ﹤0.01%
722
5936
$16K ﹤0.01%
4,760
-14,706
5937
$16K ﹤0.01%
7,740
5938
– –
-1
5939
$16K ﹤0.01%
1,736
-8,130
5940
$16K ﹤0.01%
18
-33
5941
$16K ﹤0.01%
1,032
5942
$16K ﹤0.01%
1,438
-3,039
5943
$16K ﹤0.01%
361
+300
5944
$16K ﹤0.01%
1,732
-3,165
5945
$16K ﹤0.01%
21,100
+9,100
5946
$16K ﹤0.01%
2,310
-3,187
5947
$16K ﹤0.01%
500
5948
$16K ﹤0.01%
2,631
-2,900
5949
$15K ﹤0.01%
250
+248
5950
$15K ﹤0.01%
1
236 237
238
239 240