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
1751
$13.5M 0.01%
318,416
+11,304
1752
$13.5M 0.01%
541,628
+460,683
1753
$13.4M 0.01%
2,015,608
-140,344
1754
$13.4M 0.01%
+268,126
1755
$13.4M 0.01%
942,687
+54,458
1756
$13.4M 0.01%
452,025
+272,472
1757
$13.3M 0.01%
826,662
-292,569
1758
$13.3M 0.01%
262,617
+246,680
1759
$13.3M 0.01%
891,973
+466,094
1760
$13.3M 0.01%
342,311
-59,285
1761
$13.3M 0.01%
640,446
+260,358
1762
$13.3M 0.01%
628,415
+86,515
1763
$13.3M 0.01%
272,516
-10,870
1764
$13.3M 0.01%
297,253
+91,183
1765
$13.3M 0.01%
299,782
+62,257
1766
$13.2M 0.01%
331,864
-59,630
1767
$13.2M 0.01%
782,375
+62,777
1768
$13.2M 0.01%
561,652
+96,408
1769
$13.2M 0.01%
930,915
-36,434
1770
$13.2M 0.01%
225,787
+169,085
1771
$13.2M 0.01%
+566,547
1772
$13.1M 0.01%
215,398
-61,141
1773
$13.1M 0.01%
171,385
-31,636
1774
$13.1M 0.01%
754,403
+313,567
1775
$13.1M 0.01%
608,395
-428,258
69 70
71
72 73