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
1876
$11.6M ﹤0.01%
967,738
+49,693
1877
$11.6M ﹤0.01%
1,098,303
-1,169,158
1878
$11.6M ﹤0.01%
378,147
+100,745
1879
$11.6M ﹤0.01%
248,657
+7,016
1880
$11.6M ﹤0.01%
558,154
-75,405
1881
$11.6M ﹤0.01%
442,260
+53,680
1882
$11.6M ﹤0.01%
337,577
-118,278
1883
$11.5M ﹤0.01%
378,901
-115,158
1884
$11.5M ﹤0.01%
308,818
-1,014
1885
$11.5M ﹤0.01%
499,330
-30,564
1886
$11.5M ﹤0.01%
446,578
-8,447
1887
$11.5M ﹤0.01%
768,366
+246,630
1888
$11.5M ﹤0.01%
240,142
+2,970
1889
$11.5M ﹤0.01%
263,694
-267
1890
$11.5M ﹤0.01%
605,920
-381,940
1891
$11.4M ﹤0.01%
810,707
+14,398
1892
$11.4M ﹤0.01%
192,019
+39,334
1893
$11.4M ﹤0.01%
542,731
+97,686
1894
$11.4M ﹤0.01%
451,240
-15,476
1895
$11.4M ﹤0.01%
1,086,074
-83,023
1896
$11.4M ﹤0.01%
965,988
-104,907
1897
$11.4M ﹤0.01%
120,701
+10,404
1898
$11.3M ﹤0.01%
639,035
-21,512
1899
$11.3M ﹤0.01%
446,277
-150,855
1900
$11.3M ﹤0.01%
183,887
+88,754
74 75
76
77 78