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
1901
$11.3M ﹤0.01%
331,856
+9,413
1902
$11.3M ﹤0.01%
466,000
1903
$11.3M ﹤0.01%
248,358
+19,339
1904
$11.3M ﹤0.01%
1,106,530
-14,768
1905
$11.3M ﹤0.01%
171,047
+68,643
1906
$11.3M ﹤0.01%
191,240
+1,200
1907
$11.2M ﹤0.01%
132,158
-14,133
1908
$11.2M ﹤0.01%
424,616
-146,779
1909
$11.2M ﹤0.01%
213,314
-41,237
1910
$11.2M ﹤0.01%
412,176
+44,647
1911
$11.2M ﹤0.01%
412,497
-153,869
1912
$11.2M ﹤0.01%
239,238
-17,121
1913
$11.2M ﹤0.01%
132,383
-71,974
1914
$11.1M ﹤0.01%
235,412
-192,816
1915
$11.1M ﹤0.01%
484,559
+6,806
1916
$11.1M ﹤0.01%
208,022
+97,480
1917
$11.1M ﹤0.01%
765,563
-76,118
1918
$11.1M ﹤0.01%
1,032,009
+24,107
1919
$11.1M ﹤0.01%
56,027
-11,376
1920
$11.1M ﹤0.01%
174,975
+75,601
1921
$11.1M ﹤0.01%
543,413
+74,827
1922
$11.1M ﹤0.01%
328,040
+89,725
1923
$11.1M ﹤0.01%
366,277
+21,673
1924
$11.1M ﹤0.01%
887,789
+23,013
1925
$11M ﹤0.01%
329,278
+109,897
75 76
77
78 79