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
2501
$5.65M ﹤0.01%
243,589
-160,756
2502
$5.64M ﹤0.01%
+226,894
2503
$5.63M ﹤0.01%
259,445
+171,049
2504
$5.6M ﹤0.01%
87,303
+4,504
2505
$5.6M ﹤0.01%
632,248
-14,323
2506
$5.57M ﹤0.01%
430,709
+58,788
2507
$5.56M ﹤0.01%
331,505
-1,870
2508
$5.55M ﹤0.01%
214,852
-47,280
2509
$5.54M ﹤0.01%
195,703
-106,252
2510
$5.54M ﹤0.01%
74,784
-33,148
2511
$5.54M ﹤0.01%
223,124
-140,617
2512
$5.53M ﹤0.01%
87,608
-105,474
2513
$5.52M ﹤0.01%
109,205
-7,543
2514
$5.51M ﹤0.01%
67,664
-486
2515
$5.51M ﹤0.01%
220,137
+9,983
2516
$5.51M ﹤0.01%
690,336
-137,130
2517
$5.51M ﹤0.01%
223,310
+160,605
2518
$5.5M ﹤0.01%
385,696
+19,487
2519
$5.49M ﹤0.01%
217,425
-21,396
2520
$5.49M ﹤0.01%
153,428
+17,946
2521
$5.49M ﹤0.01%
107,749
+63,912
2522
$5.47M ﹤0.01%
104,093
+19,761
2523
$5.45M ﹤0.01%
559,257
+31,125
2524
$5.45M ﹤0.01%
262,739
+6,876
2525
$5.44M ﹤0.01%
466,928
+34,808