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
2376
$6.46M ﹤0.01%
101,287
+2,984
2377
$6.46M ﹤0.01%
388,313
-82,666
2378
$6.45M ﹤0.01%
611,809
-11,984
2379
$6.45M ﹤0.01%
109,962
-160,185
2380
$6.45M ﹤0.01%
177,101
-102,223
2381
$6.43M ﹤0.01%
81,681
-52,808
2382
$6.43M ﹤0.01%
452,315
-154,344
2383
$6.42M ﹤0.01%
193,788
-3,500
2384
$6.4M ﹤0.01%
427,274
+344,466
2385
$6.4M ﹤0.01%
368,329
+16,311
2386
$6.39M ﹤0.01%
431,784
-480
2387
$6.38M ﹤0.01%
329,452
+152,269
2388
$6.38M ﹤0.01%
271,366
+215,932
2389
$6.37M ﹤0.01%
874,204
+121,560
2390
$6.36M ﹤0.01%
141,766
+17,594
2391
$6.35M ﹤0.01%
254,875
-2,077
2392
$6.35M ﹤0.01%
188,967
+64,550
2393
$6.34M ﹤0.01%
83,787
-439,637
2394
$6.33M ﹤0.01%
547,506
+9,078
2395
$6.33M ﹤0.01%
444,276
-69,556
2396
$6.32M ﹤0.01%
305,642
+289,165
2397
$6.32M ﹤0.01%
264,800
-62,434
2398
$6.31M ﹤0.01%
100,030
-18,269
2399
$6.31M ﹤0.01%
440,888
+152,182
2400
$6.29M ﹤0.01%
621,999
-35,126
94 95
96
97 98