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
2276
$7.25M ﹤0.01%
208,788
+6,043
2277
$7.25M ﹤0.01%
519,212
+432,184
2278
$7.25M ﹤0.01%
210,939
-26,118
2279
$7.24M ﹤0.01%
290,805
+14,832
2280
$7.23M ﹤0.01%
148,454
-57,170
2281
$7.23M ﹤0.01%
580,800
-789,993
2282
$7.23M ﹤0.01%
166,169
+2,072
2283
$7.2M ﹤0.01%
197,175
+3,165
2284
$7.19M ﹤0.01%
130,073
+12,009
2285
$7.19M ﹤0.01%
94,986
+20,741
2286
$7.19M ﹤0.01%
138,027
+11,469
2287
$7.18M ﹤0.01%
99,197
-3,439
2288
$7.17M ﹤0.01%
57,994
-50,229
2289
$7.17M ﹤0.01%
113,025
+13,752
2290
$7.15M ﹤0.01%
884,757
-30,883
2291
$7.12M ﹤0.01%
126,954
-50,505
2292
$7.09M ﹤0.01%
265,320
+13,488
2293
$7.07M ﹤0.01%
272,418
-3,433
2294
$7.05M ﹤0.01%
878,999
+28,836
2295
$7.04M ﹤0.01%
78,666
+1,473
2296
$7.03M ﹤0.01%
736,108
+27,820
2297
$7M ﹤0.01%
505,320
-20,836
2298
$6.99M ﹤0.01%
379,192
-10,093
2299
$6.99M ﹤0.01%
196,534
-11,935
2300
$6.98M ﹤0.01%
142,998
-8,831
90 91
92
93 94