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
1776
$13.1M 0.01%
251,811
-22,579
1777
$13.1M 0.01%
172,945
+13,020
1778
$13.1M 0.01%
298,458
+79,750
1779
$13.1M 0.01%
207,722
+37,974
1780
$13M 0.01%
2,088,792
+714,376
1781
$13M 0.01%
349,803
-69,612
1782
$13M 0.01%
547,466
+199,442
1783
$13M 0.01%
307,096
-316,912
1784
$13M 0.01%
419,180
+99,304
1785
$13M 0.01%
84,361
+26,094
1786
$13M 0.01%
502,965
+116,497
1787
$12.9M 0.01%
253,100
+23,103
1788
$12.9M 0.01%
70,732
+49,582
1789
$12.9M 0.01%
210,309
-1,215
1790
$12.9M 0.01%
364,162
+82,638
1791
$12.9M 0.01%
306,786
-425,145
1792
$12.9M ﹤0.01%
362,584
+103,899
1793
$12.9M ﹤0.01%
263,138
+55,456
1794
$12.9M ﹤0.01%
481,708
-100,213
1795
$12.8M ﹤0.01%
318,186
-248,900
1796
$12.8M ﹤0.01%
804,844
-52,919
1797
$12.8M ﹤0.01%
302,398
+90,223
1798
$12.8M ﹤0.01%
142,467
-69,056
1799
$12.8M ﹤0.01%
579,677
+68,535
1800
$12.8M ﹤0.01%
245,942
+37,483
70 71
72
73 74