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
1276
$24.4M 0.01%
512,341
+250,773
1277
$24.4M 0.01%
382,498
-50,240
1278
$24.4M 0.01%
221,724
+51,517
1279
$24.4M 0.01%
686,858
-69,787
1280
$24.3M 0.01%
347,227
+119,509
1281
$24.3M 0.01%
2,361,340
+655,064
1282
$24.3M 0.01%
248,350
-123,481
1283
$24.3M 0.01%
904,300
-194,568
1284
$24.2M 0.01%
200,879
+22,065
1285
$24.2M 0.01%
541,214
+120,485
1286
$24.1M 0.01%
5,688,521
-1,769,039
1287
$24.1M 0.01%
513,557
+6,577
1288
$24.1M 0.01%
686,572
-615,021
1289
$24M 0.01%
2,262,839
+134,388
1290
$24M 0.01%
399,745
+83,235
1291
$23.8M 0.01%
324,838
+119,349
1292
$23.8M 0.01%
585,117
+601
1293
$23.8M 0.01%
628,404
-884,827
1294
$23.8M 0.01%
2,886,839
+2,341,422
1295
$23.8M 0.01%
677,270
+57,768
1296
$23.7M 0.01%
1,119,142
+665,483
1297
$23.7M 0.01%
988,994
-384,237
1298
$23.7M 0.01%
711,121
+192,451
1299
$23.7M 0.01%
874,432
+592,631
1300
$23.7M 0.01%
364,616
-5,438
50 51
52
53 54