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
1676
$14.8M 0.01%
854,360
+171,018
1677
$14.8M 0.01%
306,504
+186,318
1678
$14.8M 0.01%
222,459
+8,548
1679
$14.7M 0.01%
894,488
-84,955
1680
$14.7M 0.01%
375,249
-68,395
1681
$14.7M 0.01%
585,321
-380,087
1682
$14.7M 0.01%
63,832
+4,176
1683
$14.7M 0.01%
186,241
-100,098
1684
$14.7M 0.01%
253,346
-57,722
1685
$14.6M 0.01%
970,575
-30,747
1686
$14.6M 0.01%
606,199
+380,294
1687
$14.6M 0.01%
145,739
+1,381
1688
$14.5M 0.01%
524,102
+19,975
1689
$14.5M 0.01%
873,756
-114,330
1690
$14.5M 0.01%
4,386,682
-497,068
1691
$14.5M 0.01%
646,923
-316,094
1692
$14.4M 0.01%
733,378
+115,258
1693
$14.4M 0.01%
1,454,643
+361,538
1694
$14.4M 0.01%
1,007,991
-277,487
1695
$14.4M 0.01%
430,140
-8,943
1696
$14.4M 0.01%
303,338
+196,582
1697
$14.3M 0.01%
883,860
-198,156
1698
$14.3M 0.01%
1,345,770
-12,417
1699
$14.3M 0.01%
469,027
-12,430
1700
$14.2M 0.01%
403,454
-123,745