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
2351
$6.66M ﹤0.01%
186,139
+93,776
2352
$6.65M ﹤0.01%
299,559
-7,323
2353
$6.65M ﹤0.01%
60,546
-5,533
2354
$6.65M ﹤0.01%
115,665
+46,841
2355
$6.64M ﹤0.01%
937,891
+74,073
2356
$6.62M ﹤0.01%
135,127
-28,190
2357
$6.62M ﹤0.01%
239,842
+14,380
2358
$6.6M ﹤0.01%
33,760
-3,130
2359
$6.6M ﹤0.01%
636,834
+31,394
2360
$6.59M ﹤0.01%
159,138
+71,026
2361
$6.56M ﹤0.01%
214,940
+85,083
2362
$6.55M ﹤0.01%
2,640,464
+33,514
2363
$6.54M ﹤0.01%
46,224
+20,063
2364
$6.53M ﹤0.01%
201,879
-9,071
2365
$6.53M ﹤0.01%
94,510
+30,568
2366
$6.53M ﹤0.01%
63,441
-7,403
2367
$6.52M ﹤0.01%
160,841
+1,083
2368
$6.52M ﹤0.01%
199,981
+7,061
2369
$6.51M ﹤0.01%
90,133
-51,255
2370
$6.5M ﹤0.01%
248,265
-804,108
2371
$6.5M ﹤0.01%
220,713
-167,104
2372
$6.5M ﹤0.01%
120,368
-175,581
2373
$6.49M ﹤0.01%
547,950
-45,290
2374
$6.48M ﹤0.01%
205,358
+32,171
2375
$6.48M ﹤0.01%
578,245
+19,202
93 94
95
96 97