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
1201
$27.1M 0.01%
525,479
+67,346
1202
$27M 0.01%
214,024
+109,947
1203
$27M 0.01%
2,704,390
-82,508
1204
$26.9M 0.01%
289,930
+100,800
1205
$26.8M 0.01%
341,883
+34,889
1206
$26.8M 0.01%
+1,465,112
1207
$26.8M 0.01%
458,197
+261,916
1208
$26.8M 0.01%
597,872
-38,836
1209
$26.8M 0.01%
578,968
-35,939
1210
$26.7M 0.01%
870,967
+57,917
1211
$26.6M 0.01%
597,844
-20,932
1212
$26.6M 0.01%
244,125
+14,912
1213
$26.5M 0.01%
1,399,175
+74,398
1214
$26.5M 0.01%
374,610
+8,160
1215
$26.5M 0.01%
500,976
-33,864
1216
$26.4M 0.01%
797,122
+363,017
1217
$26.4M 0.01%
296,935
+112,626
1218
$26.4M 0.01%
4,404,355
-348,002
1219
$26.4M 0.01%
1,904,021
+1,118,454
1220
$26.4M 0.01%
381,676
-164,699
1221
$26.3M 0.01%
603,606
+21,376
1222
$26.3M 0.01%
527,225
-267,184
1223
$26.2M 0.01%
203,566
+98,299
1224
$26.2M 0.01%
159,225
-258
1225
$26.2M 0.01%
340,586
-43,705