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
2576
$5.07M ﹤0.01%
412,391
+75,555
2577
$5.06M ﹤0.01%
78,020
+7,606
2578
$5.06M ﹤0.01%
71,298
+42,797
2579
$5.06M ﹤0.01%
470,558
-20,278
2580
$5.05M ﹤0.01%
571,228
-43,618
2581
$5.04M ﹤0.01%
260
-10
2582
$5.04M ﹤0.01%
303,663
-26,427
2583
$5.03M ﹤0.01%
255,541
-403,771
2584
$5.03M ﹤0.01%
189,650
+125,568
2585
$5.03M ﹤0.01%
220,507
-1,461
2586
$5.02M ﹤0.01%
91,147
+46,245
2587
$5.02M ﹤0.01%
196,897
+150,180
2588
$5.02M ﹤0.01%
208,959
+68,189
2589
$5.01M ﹤0.01%
146,999
-39,050
2590
$5.01M ﹤0.01%
+147,894
2591
$5.01M ﹤0.01%
87,654
+5,850
2592
$5.01M ﹤0.01%
97,926
+5,754
2593
$5M ﹤0.01%
151,858
+21,881
2594
$4.99M ﹤0.01%
351,141
+130,481
2595
$4.99M ﹤0.01%
105,889
+6,788
2596
$4.99M ﹤0.01%
207,380
+116,446
2597
$4.98M ﹤0.01%
241,048
-760,952
2598
$4.96M ﹤0.01%
157,425
+15,470
2599
$4.96M ﹤0.01%
143,589
+8,502
2600
$4.96M ﹤0.01%
408,583
-60,501