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
1926
$11M ﹤0.01%
466,682
+86,406
1927
$11M ﹤0.01%
1,764,613
+127,506
1928
$11M ﹤0.01%
450,296
+9,383
1929
$11M ﹤0.01%
158,991
+40,908
1930
$11M ﹤0.01%
293,775
+26,912
1931
$10.9M ﹤0.01%
579,628
+128,961
1932
$10.9M ﹤0.01%
615,710
-31,666
1933
$10.9M ﹤0.01%
860,607
+249,524
1934
$10.9M ﹤0.01%
646,015
+260,133
1935
$10.9M ﹤0.01%
706,566
+46,496
1936
$10.8M ﹤0.01%
619,291
-3,063
1937
$10.8M ﹤0.01%
852,082
-9,237
1938
$10.8M ﹤0.01%
85,735
+5,391
1939
$10.8M ﹤0.01%
284,559
-12,293
1940
$10.8M ﹤0.01%
1,246,556
+246,358
1941
$10.8M ﹤0.01%
2,761,096
+289,864
1942
$10.7M ﹤0.01%
1,847,239
+65,953
1943
$10.7M ﹤0.01%
41,956
+3,081
1944
$10.7M ﹤0.01%
523,185
-269,845
1945
$10.7M ﹤0.01%
+426,227
1946
$10.7M ﹤0.01%
244,386
-33,917
1947
$10.7M ﹤0.01%
375,468
-178,576
1948
$10.7M ﹤0.01%
603,867
-36,077
1949
$10.6M ﹤0.01%
356,961
-36,843
1950
$10.6M ﹤0.01%
546,151
+409,626
76 77
78
79 80