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
1601
$16.1M 0.01%
593,234
+268,182
1602
$16M 0.01%
351,951
+57,492
1603
$16M 0.01%
2,147,570
-1,023,880
1604
$16M 0.01%
1,144,320
-117,486
1605
$15.9M 0.01%
248,999
-17,164
1606
$15.9M 0.01%
931,986
-121,743
1607
$15.9M 0.01%
232,537
+19,073
1608
$15.8M 0.01%
751,496
-194,472
1609
$15.8M 0.01%
255,956
-3,633
1610
$15.8M 0.01%
395,303
+1,598
1611
$15.8M 0.01%
236,193
-114,083
1612
$15.7M 0.01%
891,636
+301,352
1613
$15.7M 0.01%
589,556
+108,813
1614
$15.7M 0.01%
1,107,804
+193,065
1615
$15.6M 0.01%
712,220
-93,440
1616
$15.6M 0.01%
417,805
+82,792
1617
$15.6M 0.01%
1,281,364
+65,353
1618
$15.6M 0.01%
1,138,294
-285,080
1619
$15.6M 0.01%
107,607
+9,366
1620
$15.6M 0.01%
179,783
-126,336
1621
$15.6M 0.01%
774,202
+710,972
1622
$15.6M 0.01%
741,381
+89,916
1623
$15.6M 0.01%
3,079,516
+480,224
1624
$15.5M 0.01%
1,234,549
-439,067
1625
$15.5M 0.01%
695,457
+52,203
63 64
65
66 67