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
1726
$13.9M 0.01%
382,134
+118,750
1727
$13.9M 0.01%
833,419
-41,188
1728
$13.9M 0.01%
511,209
-236,762
1729
$13.8M 0.01%
12,253
-673
1730
$13.8M 0.01%
1,009,129
+144,163
1731
$13.8M 0.01%
252,355
+150,045
1732
$13.8M 0.01%
2,005,539
-97,794
1733
$13.8M 0.01%
202,709
+9,577
1734
$13.8M 0.01%
1,205,332
-25,084
1735
$13.8M 0.01%
258,171
-12,379
1736
$13.7M 0.01%
521,302
+138,307
1737
$13.7M 0.01%
1,144,644
+404,950
1738
$13.7M 0.01%
382,179
-122,604
1739
$13.7M 0.01%
96,425
-1,910
1740
$13.7M 0.01%
579,051
+138,761
1741
$13.6M 0.01%
329,806
-28,457
1742
$13.6M 0.01%
289,568
+191
1743
$13.6M 0.01%
245,451
+102,643
1744
$13.6M 0.01%
803,861
+64,739
1745
$13.6M 0.01%
262,821
+71,775
1746
$13.6M 0.01%
808,932
+15,457
1747
$13.6M 0.01%
668,180
-184,499
1748
$13.6M 0.01%
1,720,437
-2,322,650
1749
$13.5M 0.01%
616,829
+28,782
1750
$13.5M 0.01%
516,476
+362,860
68 69
70
71 72