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
1351
$22.3M 0.01%
936,930
+16,079
1352
$22.2M 0.01%
594,911
-157,550
1353
$22.2M 0.01%
317,564
-118,094
1354
$22.2M 0.01%
486,282
-196,894
1355
$22.2M 0.01%
201,562
+21,015
1356
$22.2M 0.01%
2,230,067
-148,400
1357
$22.2M 0.01%
194,101
-13,883
1358
$22.1M 0.01%
907,531
+193,300
1359
$22.1M 0.01%
1,331,560
+411,923
1360
$21.9M 0.01%
987,590
+56,876
1361
$21.9M 0.01%
1,325,931
-305,529
1362
$21.9M 0.01%
739,860
+81,508
1363
$21.9M 0.01%
498,138
-251,806
1364
$21.9M 0.01%
149,682
+16,518
1365
$21.9M 0.01%
425,014
+64,631
1366
$21.9M 0.01%
657,416
-36,070
1367
$21.9M 0.01%
374,558
+7,632
1368
$21.9M 0.01%
587,550
+84,730
1369
$21.8M 0.01%
987,925
-29,197
1370
$21.8M 0.01%
2,203,271
-1,622,609
1371
$21.8M 0.01%
426,024
-228,252
1372
$21.8M 0.01%
1,022,632
+38,046
1373
$21.8M 0.01%
360,724
+48,564
1374
$21.8M 0.01%
+846,100
1375
$21.8M 0.01%
516,184
+202,276
53 54
55
56 57