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
5951
$15K ﹤0.01%
14,059
-26,953
5952
$15K ﹤0.01%
3,410
+3,400
5953
$15K ﹤0.01%
1,215
-78,104
5954
$15K ﹤0.01%
1,400
5955
$15K ﹤0.01%
2,125
-27,501
5956
$15K ﹤0.01%
684
+1
5957
$15K ﹤0.01%
+356
5958
$15K ﹤0.01%
45,358
+1,200
5959
$15K ﹤0.01%
5,027
-198
5960
$14K ﹤0.01%
3,742
-33,485
5961
$14K ﹤0.01%
+600
5962
$14K ﹤0.01%
1,551
+991
5963
$14K ﹤0.01%
+2,010
5964
$14K ﹤0.01%
2,275
+2
5965
$14K ﹤0.01%
8
-3
5966
$14K ﹤0.01%
4,642
+3,907
5967
$14K ﹤0.01%
4,167
-5,798
5968
$14K ﹤0.01%
3,403
-226
5969
$13K ﹤0.01%
5,614
-2,102
5970
$13K ﹤0.01%
3,250
-6,079
5971
$13K ﹤0.01%
+3,380
5972
$13K ﹤0.01%
50
5973
$13K ﹤0.01%
6
5974
$13K ﹤0.01%
1,771
+1,424
5975
$13K ﹤0.01%
490
+275
237 238
239
240 241