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
826
$48.9M 0.02%
5,653,794
+2,903,053
827
$48.8M 0.02%
819,273
-31,406
828
$48.6M 0.02%
1,665,809
+806,021
829
$48.3M 0.02%
1,242,379
-61,275
830
$48.3M 0.02%
3,014,802
+2,978,854
831
$48.2M 0.02%
1,240,990
+10,361
832
$48.1M 0.02%
603,328
-1,538
833
$48M 0.02%
1,469,581
-140,096
834
$47.9M 0.02%
628,783
+248,693
835
$47.8M 0.02%
848,402
+158,269
836
$47.7M 0.02%
1,180,429
+69,998
837
$47.7M 0.02%
2,269,845
+470,764
838
$47.7M 0.02%
2,664,956
+341,122
839
$47.5M 0.02%
506,035
+154,192
840
$47.4M 0.02%
2,100,573
+495,399
841
$47.4M 0.02%
732,262
-11,002
842
$47.4M 0.02%
885,550
-178,303
843
$47.3M 0.02%
4,059,236
-66,928
844
$47.3M 0.02%
1,212,348
+109,578
845
$47.3M 0.02%
437,415
-26,223
846
$47.3M 0.02%
324,597
-101,138
847
$47.2M 0.02%
2,673,388
+1,239,515
848
$47.1M 0.02%
756,679
+206,951
849
$47.1M 0.02%
762,296
-13,179
850
$46.8M 0.02%
1,200,487
-60,750
32 33
34
35 36