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
1826
$12.4M ﹤0.01%
413,669
+255,147
1827
$12.3M ﹤0.01%
386,974
-257,319
1828
$12.3M ﹤0.01%
170,985
-149,930
1829
$12.3M ﹤0.01%
2,232,048
-657,376
1830
$12.3M ﹤0.01%
399,654
+294,734
1831
$12.3M ﹤0.01%
186,679
-88,407
1832
$12.3M ﹤0.01%
238,443
+17,481
1833
$12.2M ﹤0.01%
314,440
-149,720
1834
$12.2M ﹤0.01%
516,349
-38,439
1835
$12.2M ﹤0.01%
1,233,632
-3,880
1836
$12.2M ﹤0.01%
712,327
-7,325
1837
$12.2M ﹤0.01%
133,722
-55,931
1838
$12.2M ﹤0.01%
1,032,020
+480,438
1839
$12.2M ﹤0.01%
149,951
-52,902
1840
$12.2M ﹤0.01%
+338,396
1841
$12.1M ﹤0.01%
949,342
+96,990
1842
$12.1M ﹤0.01%
364,540
-2,949,040
1843
$12.1M ﹤0.01%
226,355
+81,732
1844
$12.1M ﹤0.01%
673,046
+413,650
1845
$12.1M ﹤0.01%
1,228,520
+69,939
1846
$12.1M ﹤0.01%
220,356
-42,952
1847
$12.1M ﹤0.01%
1,224,461
+38,579
1848
$12.1M ﹤0.01%
266,175
-303,742
1849
$12.1M ﹤0.01%
326,438
-8,770
1850
$12.1M ﹤0.01%
1,072,450
-23,540
72 73
74
75 76