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
2076
$9.28M ﹤0.01%
1,084,841
-70,529
2077
$9.28M ﹤0.01%
327,273
-249,519
2078
$9.27M ﹤0.01%
8,000
-250
2079
$9.24M ﹤0.01%
251,119
+8,971
2080
$9.22M ﹤0.01%
660,815
+74,809
2081
$9.22M ﹤0.01%
685,413
+119,701
2082
$9.21M ﹤0.01%
1,622,985
-32,021
2083
$9.21M ﹤0.01%
308,969
+51,705
2084
$9.18M ﹤0.01%
152,975
-40,118
2085
$9.17M ﹤0.01%
156,354
+78,951
2086
$9.16M ﹤0.01%
488,436
+37,617
2087
$9.15M ﹤0.01%
215,148
+8,896
2088
$9.14M ﹤0.01%
1,423,454
-335,270
2089
$9.12M ﹤0.01%
293,228
-16,931
2090
$9.12M ﹤0.01%
266,442
-1,227
2091
$9.12M ﹤0.01%
96,476
-21,078
2092
$9.11M ﹤0.01%
119,542
+926
2093
$9.09M ﹤0.01%
339,915
+92,346
2094
$9.09M ﹤0.01%
92,679
+38,322
2095
$9.09M ﹤0.01%
58,997
+17,207
2096
$9.03M ﹤0.01%
110,225
-24,421
2097
$9.03M ﹤0.01%
317,936
+2,968
2098
$9.02M ﹤0.01%
472,740
+274,542
2099
$9.02M ﹤0.01%
257,468
+54,278
2100
$9.02M ﹤0.01%
396,227
+232,540