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
2526
$5.44M ﹤0.01%
569,438
+22,006
2527
$5.43M ﹤0.01%
383,016
+49,207
2528
$5.43M ﹤0.01%
280,269
-23,892
2529
$5.43M ﹤0.01%
117,538
+114,884
2530
$5.42M ﹤0.01%
437,613
+60,053
2531
$5.42M ﹤0.01%
613,012
-837,543
2532
$5.42M ﹤0.01%
87,932
-7,222
2533
$5.42M ﹤0.01%
139,395
+33,086
2534
$5.38M ﹤0.01%
204,290
-121,249
2535
$5.38M ﹤0.01%
668,588
-9,454
2536
$5.36M ﹤0.01%
217,890
+49,398
2537
$5.36M ﹤0.01%
718,682
-23,016
2538
$5.36M ﹤0.01%
823,318
+103,859
2539
$5.35M ﹤0.01%
124,348
-2,432
2540
$5.35M ﹤0.01%
420,094
-15,952
2541
$5.34M ﹤0.01%
125,394
+116,626
2542
$5.34M ﹤0.01%
202,631
+7,165
2543
$5.33M ﹤0.01%
459,586
-102,202
2544
$5.32M ﹤0.01%
276,368
-34,295
2545
$5.31M ﹤0.01%
227,686
-18,230
2546
$5.3M ﹤0.01%
123,730
-257,412
2547
$5.27M ﹤0.01%
1,267,589
+6,270
2548
$5.27M ﹤0.01%
79,069
+1,235
2549
$5.26M ﹤0.01%
35,602
+21,399
2550
$5.26M ﹤0.01%
851,118
+21,508