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
2251
$7.5M ﹤0.01%
548,567
+15,066
2252
$7.48M ﹤0.01%
601,470
+120,160
2253
$7.47M ﹤0.01%
427,772
-6,027
2254
$7.45M ﹤0.01%
306,300
+116,715
2255
$7.45M ﹤0.01%
10,233
-2,810
2256
$7.44M ﹤0.01%
408,274
+209,138
2257
$7.44M ﹤0.01%
435,998
+47,422
2258
$7.44M ﹤0.01%
893,038
-472,589
2259
$7.43M ﹤0.01%
546,539
+94,925
2260
– –
0
2261
$7.39M ﹤0.01%
272,489
+43,299
2262
$7.38M ﹤0.01%
432,829
+74,053
2263
$7.38M ﹤0.01%
323,579
+177,691
2264
$7.38M ﹤0.01%
2,072,491
+444,974
2265
$7.35M ﹤0.01%
294,074
-31,615
2266
$7.34M ﹤0.01%
378,900
-85,502
2267
$7.34M ﹤0.01%
499,445
-38,764
2268
$7.33M ﹤0.01%
603,096
+384,654
2269
$7.29M ﹤0.01%
199,669
-55,110
2270
$7.29M ﹤0.01%
1,200,860
-32,063
2271
$7.28M ﹤0.01%
175,668
-69,842
2272
$7.28M ﹤0.01%
133,550
+61,359
2273
$7.27M ﹤0.01%
145,228
-86,668
2274
$7.27M ﹤0.01%
596,098
+50,333
2275
$7.26M ﹤0.01%
544,098
+117,840
89 90
91
92 93