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
951
$39.3M 0.02%
5,054,474
+694,459
952
$39.3M 0.02%
718,055
+108,651
953
$39.1M 0.02%
789,296
-91,860
954
$39.1M 0.02%
1,066,671
+273,517
955
$39M 0.02%
1,050,243
+4,348
956
$39M 0.02%
1,956,306
+501,692
957
$38.9M 0.02%
832,059
-4,260
958
$38.7M 0.01%
841,396
-3,832
959
$38.7M 0.01%
667,050
-441,215
960
$38.5M 0.01%
123,455
+107,465
961
$38.5M 0.01%
506,074
-38,680
962
$38.4M 0.01%
869,389
-202,074
963
$38.4M 0.01%
2,236,642
-1,260
964
$38.3M 0.01%
3,761,738
+1,983,222
965
$38.2M 0.01%
365,953
+174,535
966
$38.2M 0.01%
1,241,793
+424,774
967
$38.2M 0.01%
1,196,936
+157,733
968
$38.2M 0.01%
2,030,405
+43,165
969
$37.9M 0.01%
828,943
-128,114
970
$37.7M 0.01%
2,726,115
+326,649
971
$37.6M 0.01%
1,505,017
-317,888
972
$37.4M 0.01%
1,530,540
-86,045
973
$37.4M 0.01%
1,257,929
+521,371
974
$37.4M 0.01%
949,903
+214,415
975
$37.3M 0.01%
448,511
-176,134
37 38
39
40 41