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
1101
$31.5M 0.01%
752,210
-783,030
1102
$31.4M 0.01%
6,612,698
-523,354
1103
$31.2M 0.01%
1,269,402
-9,024
1104
$31.2M 0.01%
1,367,507
-50,629
1105
$31.2M 0.01%
529,413
+7,330
1106
$31.1M 0.01%
626,709
-48,306
1107
$31M 0.01%
982,970
+64,892
1108
$31M 0.01%
633,558
-87,058
1109
$31M 0.01%
3,185,493
+168,169
1110
$31M 0.01%
728,587
+242,569
1111
$30.9M 0.01%
1,218,938
+16,766
1112
$30.6M 0.01%
661,027
+134,875
1113
$30.6M 0.01%
237,788
-107,825
1114
$30.6M 0.01%
6,068,615
-124,761
1115
$30.5M 0.01%
374,196
-19,591
1116
$30.5M 0.01%
878,972
-153,584
1117
$30.5M 0.01%
759,867
+62,416
1118
$30.4M 0.01%
307,549
+33,084
1119
$30.4M 0.01%
553,238
-32,873
1120
$30.4M 0.01%
1,296,707
+493,006
1121
$30.4M 0.01%
579,522
+66,643
1122
$30.2M 0.01%
580,266
+319,791
1123
$30.1M 0.01%
1,702,844
+402,491
1124
$30M 0.01%
84,933
-67,802
1125
$30M 0.01%
730,328
+123,815
43 44
45
46 47