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
1451
$19.6M 0.01%
449,529
-25,391
1452
$19.6M 0.01%
591,303
+552,159
1453
$19.5M 0.01%
1,444,196
-8,388
1454
$19.5M 0.01%
1,416,510
+318,349
1455
$19.5M 0.01%
789,423
+118,754
1456
$19.5M 0.01%
163,395
+51,333
1457
$19.4M 0.01%
882,150
+315,565
1458
$19.4M 0.01%
1,391,524
+62,006
1459
$19.4M 0.01%
2,095,563
+99,694
1460
$19.4M 0.01%
251,941
+127,172
1461
$19.3M 0.01%
869,742
+303,402
1462
$19.3M 0.01%
872,878
+280,303
1463
$19.3M 0.01%
439,617
+11,421
1464
$19.2M 0.01%
918,482
+736,979
1465
$19.1M 0.01%
380,705
-23,741
1466
$19.1M 0.01%
385,282
+93,219
1467
$19.1M 0.01%
661,875
-162,722
1468
$19.1M 0.01%
586,979
-18,946
1469
$19.1M 0.01%
287,692
+13,960
1470
$19.1M 0.01%
436,413
+230,793
1471
$19M 0.01%
989,030
-176,194
1472
$19M 0.01%
378,813
+17,129
1473
$19M 0.01%
183,978
+82,041
1474
$19M 0.01%
1,872,802
+1,800,095
1475
$18.9M 0.01%
193,999
-61,256
57 58
59
60 61