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
1326
$22.9M 0.01%
622,300
-52,332
1327
$22.9M 0.01%
305,253
-5,287
1328
$22.8M 0.01%
669,313
+211,577
1329
$22.8M 0.01%
778,703
+210,184
1330
$22.8M 0.01%
1,194,958
-163,934
1331
$22.8M 0.01%
462,354
-143
1332
$22.8M 0.01%
1,157,842
-89,513
1333
$22.7M 0.01%
695,430
-1,288,712
1334
$22.7M 0.01%
1,204,478
+354,269
1335
$22.7M 0.01%
646,234
-2,911
1336
$22.7M 0.01%
716,624
+358,044
1337
$22.6M 0.01%
1,309,707
-30,467
1338
$22.6M 0.01%
822,436
-164,989
1339
$22.6M 0.01%
9,150
+8,539
1340
$22.6M 0.01%
+1,211,239
1341
$22.5M 0.01%
392,684
-78,388
1342
$22.5M 0.01%
330,051
-4,991
1343
$22.5M 0.01%
1,422,296
+556,324
1344
$22.4M 0.01%
630,688
+69,272
1345
$22.4M 0.01%
953,466
-79,642
1346
$22.4M 0.01%
1,102,938
+136,853
1347
$22.4M 0.01%
2,794,178
+796,752
1348
$22.4M 0.01%
611,280
+49,980
1349
$22.3M 0.01%
1,328,077
+356,462
1350
$22.3M 0.01%
2,336
-1,787
52 53
54
55 56