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
576
$85.8M 0.03%
1,513,699
+39,084
577
$85.7M 0.03%
2,547,650
-29,100
578
$85.7M 0.03%
2,407,738
+43,000
579
$85.4M 0.03%
1,761,271
-156,214
580
$85.3M 0.03%
3,207,158
-140,878
581
$85.2M 0.03%
1,624,409
-490,552
582
$85M 0.03%
1,721,907
-565,198
583
$85M 0.03%
1,919,227
-37,953
584
$84.8M 0.03%
2,234,160
+466,080
585
$84M 0.03%
2,027,801
+82,644
586
$83.9M 0.03%
18,244
+1,910
587
$83.8M 0.03%
3,729,235
+189,725
588
$83.5M 0.03%
3,412,489
-735,914
589
$83.5M 0.03%
4,293,643
+391,831
590
$83.3M 0.03%
1,146,364
+649,418
591
$82.9M 0.03%
3,830,733
+203,671
592
$82.2M 0.03%
926,276
-71,887
593
$82.2M 0.03%
1,814,708
+1,269,060
594
$82M 0.03%
3,753,437
-36,329
595
$82M 0.03%
2,437,034
+493,447
596
$81.9M 0.03%
1,846,952
+174,191
597
$81.3M 0.03%
1,861,403
+86,598
598
$81M 0.03%
2,015,999
+50,694
599
$80.8M 0.03%
1,246,519
+331,631
600
$80.6M 0.03%
+1,504,710
22 23
24
25 26