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
2301
$6.98M ﹤0.01%
115,593
-81,658
2302
$6.93M ﹤0.01%
388,117
+9,340
2303
$6.92M ﹤0.01%
531,692
+132,659
2304
$6.91M ﹤0.01%
215,559
-4,991
2305
$6.9M ﹤0.01%
350,815
-29,444
2306
$6.89M ﹤0.01%
93,453
+47,822
2307
$6.88M ﹤0.01%
154,101
-5,112
2308
$6.88M ﹤0.01%
155,095
-28,270
2309
$6.88M ﹤0.01%
556
-571
2310
$6.88M ﹤0.01%
89,875
+58,807
2311
$6.88M ﹤0.01%
387,021
-253,077
2312
$6.87M ﹤0.01%
231,606
-99,273
2313
$6.87M ﹤0.01%
286,665
+22,236
2314
$6.87M ﹤0.01%
348,216
+78,245
2315
$6.87M ﹤0.01%
985,499
+516,059
2316
$6.87M ﹤0.01%
31,805
-4,368
2317
$6.86M ﹤0.01%
261,246
+48,172
2318
$6.85M ﹤0.01%
460,770
+51,982
2319
$6.83M ﹤0.01%
353,630
+141,825
2320
$6.83M ﹤0.01%
130,751
+250
2321
$6.83M ﹤0.01%
310,837
-178,800
2322
$6.82M ﹤0.01%
149,894
+21,673
2323
$6.82M ﹤0.01%
735,664
+17,775
2324
$6.82M ﹤0.01%
753,505
+50,894
2325
$6.8M ﹤0.01%
533,500
-4,752
91 92
93
94 95