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
1051
$33.9M 0.01%
2,080,842
+27,822
1052
$33.9M 0.01%
931,873
+3,600
1053
$33.9M 0.01%
497,697
+36,609
1054
$33.7M 0.01%
1,305,425
-42,137
1055
$33.7M 0.01%
321,228
+1,336
1056
$33.6M 0.01%
699,005
+34,208
1057
$33.6M 0.01%
285,864
-12,802
1058
$33.5M 0.01%
2,564,859
-84,841
1059
$33.5M 0.01%
382,030
+119,100
1060
$33.4M 0.01%
851,806
-2,958
1061
$33.4M 0.01%
1,414,187
+1,144,414
1062
$33.3M 0.01%
572,002
+100,451
1063
$33.2M 0.01%
1,146,864
+572,502
1064
$33.2M 0.01%
857,074
-65,574
1065
$33.2M 0.01%
719,897
+149,139
1066
$33.1M 0.01%
3,886,156
+460,684
1067
$33.1M 0.01%
1,103,578
+15,734
1068
$33M 0.01%
2,283,438
+18,729
1069
$33M 0.01%
933,225
+68,164
1070
$33M 0.01%
164,734
+5,998
1071
$32.9M 0.01%
641,461
+45,157
1072
$32.9M 0.01%
1,748,799
+626,123
1073
$32.9M 0.01%
586,039
+187,792
1074
$32.9M 0.01%
5,640,819
+451,544
1075
$32.8M 0.01%
1,034,257
+61,900
41 42
43
44 45