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
1551
$17.1M 0.01%
139,082
+8,624
1552
$17.1M 0.01%
830,314
+78,398
1553
$17.1M 0.01%
310,070
+186,601
1554
$17.1M 0.01%
434,836
+16,853
1555
$17.1M 0.01%
+682,151
1556
$17M 0.01%
1,602,500
+1,158,771
1557
$17M 0.01%
1,196,488
+178,249
1558
$17M 0.01%
448,670
-125,138
1559
$16.9M 0.01%
44,479
+27,438
1560
$16.9M 0.01%
477,067
+125,266
1561
$16.9M 0.01%
507,178
+445,355
1562
$16.9M 0.01%
726,022
+432,606
1563
$16.8M 0.01%
964,283
+97,961
1564
$16.8M 0.01%
298,879
-64,053
1565
$16.8M 0.01%
704,894
+85,043
1566
$16.8M 0.01%
378,381
-282,568
1567
$16.8M 0.01%
578,225
+464,808
1568
$16.8M 0.01%
1,485,975
+97,109
1569
$16.8M 0.01%
489,541
+262,719
1570
$16.8M 0.01%
1,675,617
-349,528
1571
$16.7M 0.01%
461,549
-98,468
1572
$16.7M 0.01%
370,853
+11,524
1573
$16.7M 0.01%
3,626,280
+298,091
1574
$16.7M 0.01%
605,393
-13,497
1575
$16.6M 0.01%
406,060
-63,628