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
1401
$20.9M 0.01%
193,011
+42,619
1402
$20.8M 0.01%
1,106,868
+560,964
1403
$20.8M 0.01%
603,915
+224,963
1404
$20.7M 0.01%
593,472
-3,593
1405
$20.7M 0.01%
639,645
+1,155
1406
$20.6M 0.01%
62,792
-26,660
1407
$20.6M 0.01%
1,295,142
-26,999
1408
$20.5M 0.01%
415,201
-13,446
1409
$20.5M 0.01%
516,322
+216,296
1410
$20.5M 0.01%
1,498,075
+259,255
1411
$20.5M 0.01%
498,063
+144,012
1412
$20.5M 0.01%
462,086
-300,130
1413
$20.5M 0.01%
5,374,304
-568,365
1414
$20.4M 0.01%
290,869
+11,883
1415
$20.4M 0.01%
41,035
-6,810
1416
$20.4M 0.01%
971,074
+5,663
1417
$20.4M 0.01%
1,553,228
+142,608
1418
$20.3M 0.01%
560,621
-105,584
1419
$20.3M 0.01%
64,537
-3,277
1420
$20.3M 0.01%
789,446
+650
1421
$20.2M 0.01%
2,162,017
-95,471
1422
$20.2M 0.01%
729,046
+111,204
1423
$20.2M 0.01%
737,948
+18,147
1424
$20.2M 0.01%
266,350
-43,469
1425
$20.2M 0.01%
330,898
+85,247
55 56
57
58 59