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
1501
$18.2M 0.01%
227,278
-81,450
1502
$18.2M 0.01%
437,414
+82,764
1503
$18.2M 0.01%
1,050,828
+211,219
1504
$18.2M 0.01%
534,832
+262,736
1505
$18.1M 0.01%
732,947
-128,208
1506
$18.1M 0.01%
2,031,201
+276,512
1507
$18.1M 0.01%
445,935
+265,802
1508
$18.1M 0.01%
1,567,114
-122,615
1509
$18M 0.01%
528,409
-80,042
1510
$18M 0.01%
2,412,673
+1,161,471
1511
$18M 0.01%
172,959
+29,752
1512
$18M 0.01%
554,094
-3,720
1513
$17.9M 0.01%
911,297
+56,248
1514
$17.9M 0.01%
553,307
+176,571
1515
$17.9M 0.01%
615,415
+76,869
1516
$17.9M 0.01%
336,922
+28,170
1517
$17.8M 0.01%
406,157
-333,461
1518
$17.8M 0.01%
753,100
-272,630
1519
$17.8M 0.01%
1,264,119
+9,065
1520
$17.8M 0.01%
1,303,453
-128,495
1521
$17.7M 0.01%
377,424
+11,416
1522
$17.7M 0.01%
588,453
+325,064
1523
$17.7M 0.01%
266,749
+104,286
1524
$17.7M 0.01%
244,121
+192,168
1525
$17.7M 0.01%
233,280
+134,140
59 60
61
62 63