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
1476
$18.9M 0.01%
448,617
+13,259
1477
$18.9M 0.01%
862,521
+82,615
1478
$18.9M 0.01%
168,577
+121,136
1479
$18.9M 0.01%
214,205
-184,964
1480
$18.8M 0.01%
1,327,882
+14,559
1481
$18.8M 0.01%
687,446
+180,232
1482
$18.7M 0.01%
372,631
+171,089
1483
$18.7M 0.01%
788,171
-133,997
1484
$18.7M 0.01%
892,089
+320,502
1485
$18.7M 0.01%
36,731
-9,195
1486
$18.7M 0.01%
1,094,204
+55,809
1487
$18.7M 0.01%
231,424
-20,638
1488
$18.7M 0.01%
704,004
-88,781
1489
$18.6M 0.01%
208,149
-204,034
1490
$18.6M 0.01%
1,717,949
+773,071
1491
$18.6M 0.01%
845,376
+471,651
1492
$18.6M 0.01%
310,865
+47,014
1493
$18.5M 0.01%
671,802
+203,239
1494
$18.5M 0.01%
459,814
-32,546
1495
$18.4M 0.01%
1,413,177
-6,894
1496
$18.4M 0.01%
1,353,350
+7,143
1497
$18.3M 0.01%
1,345,591
-207,123
1498
$18.2M 0.01%
502,534
-650
1499
$18.2M 0.01%
470,612
-433,690
1500
$18.2M 0.01%
+391,963
58 59
60
61 62