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
2226
$7.71M ﹤0.01%
95,870
-29,197
2227
$7.7M ﹤0.01%
280,757
+25,291
2228
$7.7M ﹤0.01%
535,083
+25,631
2229
$7.68M ﹤0.01%
675,058
+28,290
2230
$7.68M ﹤0.01%
307,440
-11,194
2231
$7.67M ﹤0.01%
472,041
-149,430
2232
$7.66M ﹤0.01%
339,703
-3,181
2233
$7.65M ﹤0.01%
128,029
+34,725
2234
$7.64M ﹤0.01%
362,330
-202,978
2235
$7.62M ﹤0.01%
276,722
-94,227
2236
$7.62M ﹤0.01%
271,327
+19,406
2237
$7.62M ﹤0.01%
418,880
+17,735
2238
$7.62M ﹤0.01%
67,181
+47
2239
$7.59M ﹤0.01%
492,057
+54,302
2240
$7.59M ﹤0.01%
246,735
-1,046
2241
$7.58M ﹤0.01%
184,289
+45,209
2242
$7.57M ﹤0.01%
320,733
+26,697
2243
$7.57M ﹤0.01%
728,806
+37,279
2244
$7.55M ﹤0.01%
146,908
+938
2245
$7.54M ﹤0.01%
280,914
+134,434
2246
$7.54M ﹤0.01%
71,233
+15,836
2247
$7.53M ﹤0.01%
140,867
+19,053
2248
$7.53M ﹤0.01%
531,306
+46,659
2249
$7.5M ﹤0.01%
418,133
-1,130,646
2250
$7.5M ﹤0.01%
68,542
+41,934
88 89
90
91 92