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
1851
$12.1M ﹤0.01%
477,098
-305,754
1852
$12.1M ﹤0.01%
66,903
+47,154
1853
$12.1M ﹤0.01%
365,981
+91,633
1854
$12.1M ﹤0.01%
346,612
-11,860
1855
$12M ﹤0.01%
334,266
+304,418
1856
$12M ﹤0.01%
171,881
+111,634
1857
$12M ﹤0.01%
439,764
+6,872
1858
$12M ﹤0.01%
361,282
-7,393
1859
$12M ﹤0.01%
242,596
+19,951
1860
$11.9M ﹤0.01%
492,583
+22,729
1861
$11.9M ﹤0.01%
547,296
-303,356
1862
$11.9M ﹤0.01%
195,761
-81,046
1863
$11.9M ﹤0.01%
185,113
+75,677
1864
$11.9M ﹤0.01%
502,804
+87,244
1865
$11.9M ﹤0.01%
596,712
-28,023
1866
$11.9M ﹤0.01%
865,706
+16,442
1867
$11.8M ﹤0.01%
417,584
+75,478
1868
$11.8M ﹤0.01%
775,959
+25,641
1869
$11.8M ﹤0.01%
322,070
-76,732
1870
$11.8M ﹤0.01%
444,694
+45,958
1871
$11.8M ﹤0.01%
326,994
+15,942
1872
$11.7M ﹤0.01%
169,645
-36,412
1873
$11.7M ﹤0.01%
438,582
+34,998
1874
$11.7M ﹤0.01%
367,903
+78,390
1875
$11.7M ﹤0.01%
2,721,085
-584,284
73 74
75
76 77