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
1626
$15.5M 0.01%
402,126
-134,759
1627
$15.5M 0.01%
294,954
+6,201
1628
$15.5M 0.01%
280,122
+4,340
1629
$15.5M 0.01%
+446,114
1630
$15.5M 0.01%
686,903
+592,734
1631
$15.5M 0.01%
271,768
-262,020
1632
$15.5M 0.01%
256,667
-24,066
1633
$15.5M 0.01%
386,461
+114,227
1634
$15.4M 0.01%
395,338
-68,644
1635
$15.4M 0.01%
107,678
+21,122
1636
$15.3M 0.01%
329,352
+53,058
1637
$15.3M 0.01%
1,335,526
-372,422
1638
$15.3M 0.01%
1,247,769
-272,748
1639
$15.3M 0.01%
552,853
+4,616
1640
$15.3M 0.01%
1,139,315
+212,256
1641
$15.3M 0.01%
380,132
+218,464
1642
$15.2M 0.01%
413,612
+182,850
1643
$15.2M 0.01%
669,920
-29,249
1644
$15.2M 0.01%
223,259
-73,704
1645
$15.2M 0.01%
788,938
+30,187
1646
$15.2M 0.01%
3,696,294
+41,584
1647
$15.2M 0.01%
1,046,408
+22,804
1648
$15.2M 0.01%
367,281
+125,712
1649
$15.2M 0.01%
776,857
+150,000
1650
$15.2M 0.01%
408,927
-7,983
64 65
66
67 68