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
1426
$20.1M 0.01%
1,509,606
-82,118
1427
$20.1M 0.01%
1,910,125
-402,620
1428
$20.1M 0.01%
838,516
-18,610
1429
$20M 0.01%
582,392
+370,608
1430
$20M 0.01%
219,034
-5,333
1431
$20M 0.01%
854,719
+624,729
1432
$20M 0.01%
637,168
+20,241
1433
$20M 0.01%
878,482
+34,285
1434
$20M 0.01%
1,180,377
+121,200
1435
$20M 0.01%
1,770,776
+176,575
1436
$20M 0.01%
2,299,414
+686,490
1437
$19.9M 0.01%
2,352,360
+325,636
1438
$19.9M 0.01%
1,002,290
+162,246
1439
$19.8M 0.01%
814,985
+445,359
1440
$19.8M 0.01%
758,360
+76,986
1441
$19.8M 0.01%
472,699
+93,044
1442
$19.7M 0.01%
322,989
+43,701
1443
$19.7M 0.01%
293,410
-117,282
1444
$19.7M 0.01%
+773,402
1445
$19.7M 0.01%
376,568
+156,257
1446
$19.7M 0.01%
226,418
-11,381
1447
$19.7M 0.01%
355,332
+45,159
1448
$19.7M 0.01%
1,961,715
+386,550
1449
$19.6M 0.01%
362,090
-44,009
1450
$19.6M 0.01%
1,391,120
+59,503
56 57
58
59 60