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
1801
$12.8M ﹤0.01%
461,752
-23,916
1802
$12.8M ﹤0.01%
1,950,204
-13,222
1803
$12.7M ﹤0.01%
195,082
-159,737
1804
$12.7M ﹤0.01%
34,307
+14,349
1805
$12.7M ﹤0.01%
186,904
-94,760
1806
$12.6M ﹤0.01%
318,561
-41,073
1807
$12.6M ﹤0.01%
408,777
-36,705
1808
$12.6M ﹤0.01%
390,160
+15,204
1809
$12.6M ﹤0.01%
787,417
-10,932
1810
$12.6M ﹤0.01%
117,919
-2,422
1811
$12.6M ﹤0.01%
631,004
+289,063
1812
$12.5M ﹤0.01%
146,580
+89,109
1813
$12.5M ﹤0.01%
215,348
+25,239
1814
$12.5M ﹤0.01%
1,175,561
+42,721
1815
$12.5M ﹤0.01%
653,496
+285,405
1816
$12.5M ﹤0.01%
1,852,912
+445,878
1817
$12.5M ﹤0.01%
1,355,314
+58,993
1818
$12.5M ﹤0.01%
855,439
+30,132
1819
$12.4M ﹤0.01%
621,675
+14,382
1820
$12.4M ﹤0.01%
142,333
+6,307
1821
$12.4M ﹤0.01%
960,738
-379,159
1822
$12.4M ﹤0.01%
544,768
+143,038
1823
$12.4M ﹤0.01%
685,937
+91,411
1824
$12.4M ﹤0.01%
210,236
+147,201
1825
$12.4M ﹤0.01%
589,847
+54,547
71 72
73
74 75