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
1251
$25.2M 0.01%
4,360,669
+1,262,223
1252
$25.2M 0.01%
977,515
+335,356
1253
$25.2M 0.01%
322,841
-85,827
1254
$25.2M 0.01%
344,706
+34,362
1255
$25.2M 0.01%
541,799
+23,643
1256
$25.2M 0.01%
474,014
+2,476
1257
$25.1M 0.01%
561,678
-10,283
1258
$25M 0.01%
326,505
+37,951
1259
$25M 0.01%
769,642
+152,479
1260
$25M 0.01%
561,696
+83,085
1261
$25M 0.01%
662,607
+302,463
1262
$24.9M 0.01%
1,534,238
+61,146
1263
$24.9M 0.01%
862,661
-71,419
1264
$24.8M 0.01%
1,164,065
-54,657
1265
$24.8M 0.01%
801,753
-409,374
1266
$24.8M 0.01%
507,085
-92,397
1267
$24.7M 0.01%
775,452
+38,469
1268
$24.7M 0.01%
1,745,822
+649,801
1269
$24.7M 0.01%
809,561
-307,009
1270
$24.7M 0.01%
2,107,172
+17,740
1271
$24.6M 0.01%
324,052
+77,594
1272
$24.6M 0.01%
531,209
-87,445
1273
$24.5M 0.01%
678,760
+189,375
1274
$24.5M 0.01%
475,924
+8,906
1275
$24.4M 0.01%
832,217
+295,621
49 50
51
52 53