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
1126
$30M 0.01%
959,037
-1,130,845
1127
$30M 0.01%
720,383
-123,183
1128
$30M 0.01%
1,028,367
+330,228
1129
$30M 0.01%
1,232,338
+97,827
1130
$29.9M 0.01%
996,325
-1,324,577
1131
$29.9M 0.01%
1,471,954
+213,471
1132
$29.9M 0.01%
502,592
+21,350
1133
$29.8M 0.01%
1,186,128
+542,690
1134
$29.8M 0.01%
228,902
-83,741
1135
$29.8M 0.01%
1,403,427
-44,283
1136
$29.7M 0.01%
377,985
+287,690
1137
$29.7M 0.01%
1,776,339
+321,543
1138
$29.7M 0.01%
1,274
-314
1139
$29.6M 0.01%
+1,262,386
1140
$29.6M 0.01%
796,444
+249,469
1141
$29.5M 0.01%
1,809,104
+1,280,748
1142
$29.5M 0.01%
124,698
+39,854
1143
$29.5M 0.01%
1,704,015
+72,375
1144
$29.5M 0.01%
430,923
+46,194
1145
$29.5M 0.01%
425,979
+72,105
1146
$29.4M 0.01%
74,977
+43,327
1147
$29.4M 0.01%
2,169,106
+87,650
1148
$29.4M 0.01%
218,876
+109,672
1149
$29.4M 0.01%
643,951
-81,475
1150
$29.4M 0.01%
289,574
-27,567
44 45
46
47 48