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
776
$55.2M 0.02%
1,055,841
+33,382
777
$55M 0.02%
836,366
+396,349
778
$55M 0.02%
2,538,537
-62,688
779
$54.9M 0.02%
575,275
-194,023
780
$54.9M 0.02%
2,382,752
+297,139
781
$54.8M 0.02%
978,305
+297,463
782
$54.5M 0.02%
6,145,625
-92,907
783
$54.1M 0.02%
1,219,310
+211,625
784
$53.8M 0.02%
4,890,415
-215,640
785
$53.7M 0.02%
875,299
+402,239
786
$53.5M 0.02%
1,498,038
+320,950
787
$53.4M 0.02%
7,599,297
-95,297
788
$53.3M 0.02%
322,353
+5,621
789
$53.2M 0.02%
1,172,496
+84,575
790
$53.1M 0.02%
541,626
+166,466
791
$52.7M 0.02%
771,581
-147,106
792
$52.6M 0.02%
945,960
+210,757
793
$52.5M 0.02%
787,184
+144,457
794
$52.5M 0.02%
3,941,821
+848,051
795
$52.4M 0.02%
1,704,522
+56,454
796
$52.3M 0.02%
882,519
+345,112
797
$52.2M 0.02%
189,532
-215,391
798
$52.1M 0.02%
2,204,348
-203,870
799
$52M 0.02%
2,179,363
-911,764
800
$51.7M 0.02%
4,507,656
+395,580
30 31
32
33 34