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
1701
$14.2M 0.01%
594,092
-25,944
1702
$14.2M 0.01%
110,464
+28,130
1703
$14.2M 0.01%
365,671
+274,169
1704
$14.2M 0.01%
759,092
+226,570
1705
$14.1M 0.01%
947,710
+25,782
1706
$14.1M 0.01%
+749,997
1707
$14.1M 0.01%
224,462
+134,944
1708
$14.1M 0.01%
283,776
-8,451
1709
$14.1M 0.01%
298,580
+95,979
1710
$14.1M 0.01%
263,681
-432,802
1711
$14.1M 0.01%
229,237
+31,744
1712
$14M 0.01%
1,399,244
-8,395
1713
$14M 0.01%
416,208
-187,376
1714
$14M 0.01%
274,689
+7,182
1715
$14M 0.01%
1,136,805
-1,188,900
1716
$14M 0.01%
246,020
-20,510
1717
$13.9M 0.01%
1,408,846
-215,549
1718
$13.9M 0.01%
200,095
+9,468
1719
$13.9M 0.01%
973,443
+466,313
1720
$13.9M 0.01%
289,881
+19,970
1721
$13.9M 0.01%
550,580
+62,612
1722
$13.9M 0.01%
1,188,513
-153,674
1723
$13.9M 0.01%
329,760
+174,425
1724
$13.9M 0.01%
533,722
-9,338
1725
$13.9M 0.01%
404,986
+195,368
67 68
69
70 71