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
651
$71.9M 0.03%
709,772
+307,444
652
$71.8M 0.03%
3,995,207
+2,257,867
653
$71.6M 0.03%
923,573
-5,765,706
654
$71.4M 0.03%
1,640,150
+140,713
655
$71.2M 0.03%
1,475,649
-301,194
656
$71.2M 0.03%
1,665,596
+346,289
657
$71.1M 0.03%
1,229,399
+31,058
658
$71.1M 0.03%
898,450
+12,364
659
$70.8M 0.03%
2,901,754
-1,035,598
660
$70.8M 0.03%
3,009,790
+73,759
661
$70.6M 0.03%
3,017,274
+433,517
662
$70.5M 0.03%
1,378,955
-211,778
663
$70.4M 0.03%
2,121,933
+492,138
664
$70.2M 0.03%
881,368
+351,425
665
$69.8M 0.03%
1,161,441
+809,597
666
$69.5M 0.03%
8,049,199
+867,965
667
$69.1M 0.03%
921,624
+79,906
668
$69.1M 0.03%
1,465,328
-20,598
669
$69M 0.03%
997,431
-314,818
670
$69M 0.03%
1,233,181
-356,963
671
$68.8M 0.03%
2,038,328
+380,908
672
$68.7M 0.03%
1,573,246
-48,757
673
$68.6M 0.03%
649,372
-201,871
674
$68.6M 0.03%
2,410,520
+249,497
675
$68.5M 0.03%
617,315
-32,877
25 26
27
28 29