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
2151
$8.46M ﹤0.01%
245,408
+91,802
2152
$8.45M ﹤0.01%
191,336
+48,351
2153
$8.45M ﹤0.01%
813,618
+58,361
2154
$8.44M ﹤0.01%
670,170
+93,037
2155
$8.44M ﹤0.01%
188,043
+76,073
2156
$8.41M ﹤0.01%
2,465,417
-130,715
2157
$8.4M ﹤0.01%
61,173
+1,398
2158
$8.4M ﹤0.01%
173,892
+31,391
2159
$8.39M ﹤0.01%
830,367
+43,586
2160
$8.39M ﹤0.01%
385,420
+20,930
2161
$8.39M ﹤0.01%
84,607
-50,978
2162
$8.38M ﹤0.01%
95,529
-15,160
2163
$8.37M ﹤0.01%
362,084
-11,704
2164
$8.37M ﹤0.01%
99,999
-120,159
2165
$8.36M ﹤0.01%
556,337
+192,517
2166
$8.36M ﹤0.01%
409,624
+34,823
2167
$8.34M ﹤0.01%
242,948
-559,166
2168
$8.34M ﹤0.01%
1,286,559
+488,132
2169
$8.34M ﹤0.01%
19,934
+11,985
2170
$8.33M ﹤0.01%
208,659
+83,214
2171
$8.31M ﹤0.01%
431,091
+72,329
2172
$8.27M ﹤0.01%
326,894
+326,282
2173
$8.26M ﹤0.01%
270,485
-150,486
2174
$8.26M ﹤0.01%
82,214
+17,353
2175
$8.25M ﹤0.01%
561,443
-220,392