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
676
$68.5M 0.03%
1,122,832
+82,695
677
$68.3M 0.03%
2,323,777
-67
678
$68.2M 0.03%
1,232,382
+1,045,011
679
$68.1M 0.03%
2,894,026
+970,438
680
$68.1M 0.03%
3,274,119
+2,440,317
681
$67.9M 0.03%
3,842,964
-17,973
682
$67.5M 0.03%
4,671,303
+742,796
683
$67.5M 0.03%
769,058
+10,391
684
$67.3M 0.03%
861,835
-5,784
685
$67.2M 0.03%
359,026
+30,160
686
$67M 0.03%
2,953,257
+141,190
687
$66.9M 0.03%
1,878,079
-105,115
688
$66.7M 0.03%
3,044,568
+131,966
689
$66.7M 0.03%
797,530
+49,679
690
$66.5M 0.03%
967,555
+160,941
691
$66.4M 0.03%
625,743
+38,455
692
$66.3M 0.03%
756,185
+142,611
693
$66.2M 0.03%
4,886,881
+4,816,889
694
$66.1M 0.03%
1,932,811
+94,085
695
$66M 0.03%
892,855
-318,126
696
$66M 0.03%
1,670,875
+400,415
697
$65.9M 0.03%
1,704,516
+115,630
698
$65.9M 0.03%
1,364,756
+295,721
699
$65.8M 0.03%
560,538
+11,814
700
$65.8M 0.03%
985,477
+79,520
26 27
28
29 30