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
726
$61.6M 0.02%
1,161,858
+4,620
727
$61.6M 0.02%
2,563,640
+225,712
728
$61.2M 0.02%
2,135,212
-9,108
729
$60.9M 0.02%
1,388,508
-18,496
730
$60.9M 0.02%
399,976
+57,749
731
$60.7M 0.02%
209,165
+2,960
732
$60.5M 0.02%
2,800,798
+183,885
733
$60.3M 0.02%
8,006,249
+996,132
734
$60.3M 0.02%
1,185,634
-47,084
735
$60.2M 0.02%
1,088,965
+445,773
736
$60.2M 0.02%
1,380,491
+17,799
737
$60.1M 0.02%
2,812,057
+335,080
738
$59.7M 0.02%
2,717,900
-1,494,000
739
$59.7M 0.02%
1,556,492
+134,412
740
$59.6M 0.02%
1,839,105
-9,492
741
$59.6M 0.02%
1,341,651
-1,388,402
742
$59.2M 0.02%
2,644,323
+1,619,497
743
$59M 0.02%
2,717,559
+3,536
744
$58.8M 0.02%
1,684,560
+1,245,129
745
$58.7M 0.02%
2,710,641
+556,043
746
$58.2M 0.02%
1,311,922
+738,877
747
$58M 0.02%
1,666,065
-123,143
748
$57.5M 0.02%
1,237,304
+2,443
749
$57.4M 0.02%
3,714,545
+1,172,410
750
$57.3M 0.02%
1,238,164
-35,116
28 29
30
31 32