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
2201
$7.97M ﹤0.01%
647,681
+390,841
2202
$7.96M ﹤0.01%
35,919
-14,699
2203
$7.96M ﹤0.01%
72,212
+539
2204
$7.96M ﹤0.01%
139,242
+95,517
2205
$7.95M ﹤0.01%
29,865
+4
2206
$7.94M ﹤0.01%
259,238
+71,218
2207
$7.93M ﹤0.01%
339,204
+109,412
2208
$7.93M ﹤0.01%
245,036
-73,679
2209
$7.91M ﹤0.01%
1,323,039
-61,434
2210
$7.91M ﹤0.01%
75,969
+5,599
2211
$7.9M ﹤0.01%
180,046
+11,112
2212
$7.88M ﹤0.01%
124,266
+36,009
2213
$7.88M ﹤0.01%
128,691
+127,075
2214
$7.88M ﹤0.01%
573,960
-16,354
2215
$7.86M ﹤0.01%
1,013,637
+177,379
2216
$7.84M ﹤0.01%
635,372
+121,464
2217
$7.83M ﹤0.01%
921,493
+713,027
2218
$7.82M ﹤0.01%
11,453
+2,991
2219
$7.8M ﹤0.01%
299,249
+189,087
2220
$7.78M ﹤0.01%
606,884
+54,029
2221
$7.77M ﹤0.01%
77,304
+437
2222
$7.76M ﹤0.01%
611,987
+43,126
2223
$7.76M ﹤0.01%
593,910
+15,823
2224
$7.75M ﹤0.01%
233,174
+19,871
2225
$7.73M ﹤0.01%
152,603
+101,246
87 88
89
90 91