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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 7.45%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6101
$7K ﹤0.01%
17,201
+2,001
6102
$7K ﹤0.01%
501
6103
$7K ﹤0.01%
+260
6104
$7K ﹤0.01%
6
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6105
$7K ﹤0.01%
2,775
-3,604
6106
$7K ﹤0.01%
1,261
+1,253
6107
$7K ﹤0.01%
401
-10,110
6108
$7K ﹤0.01%
+3,642
6109
$7K ﹤0.01%
791
-60,138
6110
$7K ﹤0.01%
3,743
+298
6111
$7K ﹤0.01%
1,017
-13,318
6112
$7K ﹤0.01%
3,725
+1
6113
$7K ﹤0.01%
3,974
-1,906
6114
$7K ﹤0.01%
233,346
-10,580
6115
$7K ﹤0.01%
655
-7,669
6116
$7K ﹤0.01%
+1,013
6117
$7K ﹤0.01%
2,423
6118
$7K ﹤0.01%
708
6119
$7K ﹤0.01%
1,231
+1,092
6120
$7K ﹤0.01%
3,000
-6,800
6121
$6K ﹤0.01%
2
-4
6122
0
6123
$6K ﹤0.01%
8
-3
6124
$6K ﹤0.01%
1
-2
6125
$6K ﹤0.01%
390
+136