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
1951
$10.6M ﹤0.01%
205,484
+34,667
1952
$10.6M ﹤0.01%
941,894
-118
1953
$10.6M ﹤0.01%
682,400
-22,802
1954
$10.6M ﹤0.01%
739,433
+50,396
1955
$10.5M ﹤0.01%
995,994
+169,029
1956
$10.5M ﹤0.01%
509,033
+79,997
1957
$10.5M ﹤0.01%
89,479
-3,314
1958
$10.5M ﹤0.01%
610,083
-29,381
1959
$10.5M ﹤0.01%
280,412
-49,550
1960
$10.5M ﹤0.01%
890,238
+39,540
1961
$10.5M ﹤0.01%
2,089,130
+315,230
1962
$10.5M ﹤0.01%
188,638
-4,348
1963
$10.5M ﹤0.01%
1,040,843
-21,156
1964
$10.4M ﹤0.01%
1,930,948
+1,921,169
1965
$10.4M ﹤0.01%
177,425
+12,600
1966
$10.4M ﹤0.01%
368,470
-48,982
1967
$10.4M ﹤0.01%
311,760
+34,922
1968
$10.4M ﹤0.01%
245,862
-13,271
1969
$10.4M ﹤0.01%
961,299
+113,651
1970
$10.3M ﹤0.01%
603,865
-1,615
1971
$10.3M ﹤0.01%
547,249
+3,121
1972
$10.3M ﹤0.01%
282,538
+46,936
1973
$10.3M ﹤0.01%
700,070
+79,291
1974
$10.3M ﹤0.01%
450,900
+344,602
1975
$10.3M ﹤0.01%
692,198
+52,278
77 78
79
80 81