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
2126
$8.69M ﹤0.01%
1,671,105
+51,879
2127
$8.69M ﹤0.01%
223,690
-92,065
2128
$8.68M ﹤0.01%
393,245
+12,413
2129
$8.67M ﹤0.01%
284,194
+50,731
2130
$8.66M ﹤0.01%
230,754
+121,067
2131
$8.65M ﹤0.01%
+48,404
2132
$8.65M ﹤0.01%
669,022
+292,275
2133
$8.64M ﹤0.01%
284,217
-95,344
2134
$8.64M ﹤0.01%
89,416
+3,287
2135
$8.63M ﹤0.01%
272,565
+48,343
2136
$8.62M ﹤0.01%
49,983
-32,064
2137
$8.62M ﹤0.01%
452,458
-82,008
2138
$8.58M ﹤0.01%
196,293
-33,817
2139
$8.57M ﹤0.01%
198,591
+112,708
2140
$8.55M ﹤0.01%
511,954
+172,324
2141
$8.54M ﹤0.01%
20,732
+11,199
2142
$8.54M ﹤0.01%
258,162
-172,077
2143
$8.54M ﹤0.01%
812,452
-27,064
2144
$8.52M ﹤0.01%
139,389
+60,954
2145
$8.51M ﹤0.01%
189,251
-125,874
2146
$8.5M ﹤0.01%
170,066
+97,814
2147
$8.49M ﹤0.01%
323,680
+60,245
2148
$8.48M ﹤0.01%
76,257
+20,086
2149
$8.47M ﹤0.01%
381,440
+248,971
2150
$8.46M ﹤0.01%
743,381
+76,569