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
1651
$15.2M 0.01%
630,119
+177,308
1652
$15.1M 0.01%
306,758
+18,241
1653
$15.1M 0.01%
93,211
-66,751
1654
$15.1M 0.01%
761,735
+200,318
1655
$15.1M 0.01%
845,992
+216,908
1656
$15.1M 0.01%
126,914
+24,222
1657
$15.1M 0.01%
109,275
+1,171
1658
$15M 0.01%
1,768,910
+350,740
1659
$15M 0.01%
377,289
+5,337
1660
$15M 0.01%
449,362
+229,403
1661
$15M 0.01%
165,368
+27,474
1662
$15M 0.01%
1,204,253
+307,125
1663
$14.9M 0.01%
1,626,978
-564,537
1664
$14.9M 0.01%
169,572
+102,405
1665
$14.9M 0.01%
270,385
+30,050
1666
$14.9M 0.01%
297,237
+40,997
1667
$14.9M 0.01%
443,388
+20,145
1668
$14.9M 0.01%
667,989
-61,749
1669
$14.9M 0.01%
477,836
-17,299
1670
$14.9M 0.01%
701,982
+6,403
1671
$14.8M 0.01%
1,208,520
+243,672
1672
$14.8M 0.01%
506,031
+32,148
1673
$14.8M 0.01%
228,519
+75,324
1674
$14.8M 0.01%
469,685
+26,976
1675
$14.8M 0.01%
139,727
+22,654
65 66
67
68 69