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
1376
$21.8M 0.01%
473,383
+158,799
1377
$21.7M 0.01%
481,492
+100,994
1378
$21.6M 0.01%
818,225
-242,420
1379
$21.6M 0.01%
455,942
+135,356
1380
$21.5M 0.01%
874,099
-281,837
1381
$21.5M 0.01%
400,256
-109,752
1382
$21.5M 0.01%
430,040
-207,756
1383
$21.4M 0.01%
426,974
+104,120
1384
$21.4M 0.01%
925,703
-351,747
1385
$21.4M 0.01%
574,373
-93,422
1386
$21.4M 0.01%
529,250
-126,221
1387
$21.4M 0.01%
601,038
+270,559
1388
$21.3M 0.01%
1,001,560
+112,128
1389
$21.3M 0.01%
1,895,540
+82,420
1390
$21.3M 0.01%
1,587,502
+25,143
1391
$21.3M 0.01%
2,498,311
-628,892
1392
$21.3M 0.01%
435,094
+308
1393
$21.2M 0.01%
380,253
+71,290
1394
$21.2M 0.01%
349,501
+55,986
1395
$21.2M 0.01%
794,998
+11,729
1396
$21.2M 0.01%
495,108
+8,661
1397
$21.2M 0.01%
284,192
+70,483
1398
$21.1M 0.01%
692,012
+32,984
1399
$21.1M 0.01%
1,918,305
+257,263
1400
$21.1M 0.01%
1,654,268
-119,741
54 55
56
57 58