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
1301
$23.7M 0.01%
967,019
-273,163
1302
$23.7M 0.01%
199,216
+31,052
1303
$23.7M 0.01%
496,264
+14,786
1304
$23.5M 0.01%
519,829
-30,560
1305
$23.5M 0.01%
996,360
-45,798
1306
$23.4M 0.01%
964,312
+30,457
1307
$23.4M 0.01%
500,315
-26,717
1308
$23.4M 0.01%
2,968,342
-320,313
1309
$23.4M 0.01%
659,773
+43,073
1310
$23.4M 0.01%
472,412
+247,106
1311
$23.3M 0.01%
177,974
+9,622
1312
$23.3M 0.01%
331,829
-101,277
1313
$23.3M 0.01%
559,462
+106,935
1314
$23.3M 0.01%
413,651
-138,399
1315
$23.2M 0.01%
2,744,448
-621,061
1316
$23.1M 0.01%
1,095,070
+374,203
1317
$23.1M 0.01%
356,298
-1,427
1318
$23.1M 0.01%
888,274
-369,173
1319
$23M 0.01%
1,279,296
-170,845
1320
$23M 0.01%
1,956,260
-913
1321
$23M 0.01%
616,268
+162,566
1322
$22.9M 0.01%
924,366
+43,688
1323
$22.9M 0.01%
517,352
+10,490
1324
$22.9M 0.01%
411,756
+127,744
1325
$22.9M 0.01%
1,152,015
+739,080