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
2026
$9.69M ﹤0.01%
246,967
-85,747
2027
$9.68M ﹤0.01%
+407,735
2028
$9.66M ﹤0.01%
112,140
+76,455
2029
$9.66M ﹤0.01%
1,169,917
-3,309,216
2030
$9.65M ﹤0.01%
435,113
-11,509
2031
$9.64M ﹤0.01%
476,272
+19,062
2032
$9.63M ﹤0.01%
261,467
+14,260
2033
$9.63M ﹤0.01%
32,206
-16,865
2034
$9.62M ﹤0.01%
278,000
2035
$9.62M ﹤0.01%
1,276,856
-627,263
2036
$9.61M ﹤0.01%
+200,000
2037
$9.6M ﹤0.01%
228,917
-54,486
2038
$9.59M ﹤0.01%
98,961
+55,349
2039
$9.58M ﹤0.01%
573,300
+258,736
2040
$9.56M ﹤0.01%
223,022
-112,108
2041
$9.56M ﹤0.01%
452,687
+70,742
2042
$9.56M ﹤0.01%
169,918
-8,096
2043
$9.55M ﹤0.01%
1,273,138
-209,545
2044
$9.53M ﹤0.01%
456,777
+343,262
2045
$9.51M ﹤0.01%
640,446
-232,763
2046
$9.51M ﹤0.01%
85,899
+10,353
2047
$9.5M ﹤0.01%
192,715
-37,037
2048
$9.5M ﹤0.01%
246,869
-10,367
2049
$9.49M ﹤0.01%
455,212
+332,358
2050
$9.49M ﹤0.01%
173,392
+79,526