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
801
$51.5M 0.02%
824,805
+468,832
802
$51.5M 0.02%
1,162,077
-76,688
803
$51.5M 0.02%
2,288,123
+1,421,124
804
$51.5M 0.02%
2,725,478
+1,410,905
805
$51.4M 0.02%
216,980
+9,720
806
$51.3M 0.02%
2,895,455
-1,644,057
807
$51.2M 0.02%
1,889,355
+818,725
808
$51M 0.02%
18,882,867
-242,594
809
$50.9M 0.02%
323,960
-55,215
810
$50.9M 0.02%
163,111
+56,655
811
$50.7M 0.02%
2,718,124
+535,007
812
$50.7M 0.02%
4,060,200
+446,704
813
$50.5M 0.02%
44,385
+18,147
814
$50.5M 0.02%
1,943,128
+75,025
815
$50.5M 0.02%
1,238,554
-313,700
816
$50.5M 0.02%
5,027,056
+800,659
817
$50.4M 0.02%
915,460
+79,783
818
$50M 0.02%
4,604,270
+476,842
819
$50M 0.02%
1,289,852
-28,473
820
$49.8M 0.02%
2,092,660
+227,828
821
$49.8M 0.02%
946,338
+524,021
822
$49.8M 0.02%
1,448,206
+446,415
823
$49.5M 0.02%
485,909
-67,903
824
$49.4M 0.02%
1,538,844
-106,469
825
$48.9M 0.02%
1,221,847
+12,154
31 32
33
34 35