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
1226
$26.2M 0.01%
3,196,087
-150,358
1227
$26.2M 0.01%
1,297,345
+123,979
1228
$26.2M 0.01%
772,118
+172,249
1229
$26.1M 0.01%
478,230
-54,233
1230
$26.1M 0.01%
971,988
+162,599
1231
$26.1M 0.01%
748,556
-17,730
1232
$26M 0.01%
567,741
+71,249
1233
$26M 0.01%
2,197,420
+368,190
1234
$25.9M 0.01%
1,533,074
+226,252
1235
$25.9M 0.01%
879,944
+189,360
1236
$25.8M 0.01%
1,487,066
+234,123
1237
$25.8M 0.01%
908,784
+47,789
1238
$25.7M 0.01%
773
+718
1239
$25.7M 0.01%
719,598
+494,506
1240
$25.7M 0.01%
1,069,494
-251,248
1241
$25.6M 0.01%
2,118,562
-158,122
1242
$25.6M 0.01%
2,718,892
-29,124
1243
$25.6M 0.01%
1,595,030
+247,399
1244
$25.5M 0.01%
623,885
+305,694
1245
$25.5M 0.01%
688,525
+401,122
1246
$25.5M 0.01%
2,720,046
+719,077
1247
$25.4M 0.01%
688,527
+375,551
1248
$25.3M 0.01%
289,896
-6,621
1249
$25.3M 0.01%
989,931
-58,873
1250
$25.3M 0.01%
919,671
-51,448
48 49
50
51 52