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
1076
$32.8M 0.01%
1,601,853
+690,841
1077
$32.7M 0.01%
1,171,924
-50,905
1078
$32.7M 0.01%
217,992
-41,154
1079
$32.7M 0.01%
1,002,217
+126,033
1080
$32.6M 0.01%
495,221
+61,829
1081
$32.5M 0.01%
999,712
-84,919
1082
$32.5M 0.01%
511,467
+85,762
1083
$32.5M 0.01%
1,004,460
-336,752
1084
$32.4M 0.01%
1,684,594
+550,383
1085
$32.4M 0.01%
1,173,031
-18,062
1086
$32.3M 0.01%
1,063,560
-180,992
1087
$32.3M 0.01%
1,311,489
+53,703
1088
$32.3M 0.01%
1,510,538
-120,590
1089
$32.2M 0.01%
382,852
-154,686
1090
$32.2M 0.01%
279,342
+2,653
1091
$32.1M 0.01%
2,376,814
+579,699
1092
$32.1M 0.01%
717,486
-18,338
1093
$32M 0.01%
2,397,438
-448,414
1094
$31.9M 0.01%
816,764
+180,410
1095
$31.9M 0.01%
912,188
+734,908
1096
$31.7M 0.01%
693,339
+162,797
1097
$31.6M 0.01%
148,950
-13,286
1098
$31.6M 0.01%
459,220
-192,370
1099
$31.6M 0.01%
164,291
-985
1100
$31.5M 0.01%
1,562,616
+80,873
42 43
44
45 46