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
1151
$29.4M 0.01%
2,330,703
+653,784
1152
$29.3M 0.01%
947,375
+319,603
1153
$29.1M 0.01%
68,878
+48,647
1154
$29M 0.01%
492,154
+61,974
1155
$28.9M 0.01%
980,892
+182,991
1156
$28.9M 0.01%
1,647,962
-774,552
1157
$28.9M 0.01%
564,733
-233,928
1158
$28.9M 0.01%
257,139
-133,800
1159
$28.9M 0.01%
1,220,380
+218,870
1160
$28.8M 0.01%
+1,174,371
1161
$28.8M 0.01%
2,336,538
-1,455,762
1162
$28.8M 0.01%
237,460
-35,113
1163
$28.7M 0.01%
854,667
-1,674,952
1164
$28.7M 0.01%
601,454
+214,520
1165
$28.6M 0.01%
71,228
+20,622
1166
$28.6M 0.01%
382,663
+81,272
1167
$28.6M 0.01%
326,939
+14,913
1168
$28.6M 0.01%
37,431
+2,835
1169
$28.5M 0.01%
3,277,079
+200,306
1170
$28.5M 0.01%
295,901
-9,529
1171
$28.4M 0.01%
769,397
-95,070
1172
$28.4M 0.01%
735,352
+126,810
1173
$28.4M 0.01%
403,101
+15,351
1174
$28.4M 0.01%
673,547
+111,861
1175
$28.4M 0.01%
862,032
-27,762
45 46
47
48 49