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
2401
$6.29M ﹤0.01%
419,549
-232,499
2402
$6.29M ﹤0.01%
92,221
-23,625
2403
$6.29M ﹤0.01%
147,069
-433,599
2404
$6.29M ﹤0.01%
535,096
+192,916
2405
$6.28M ﹤0.01%
134,067
+2,763
2406
$6.28M ﹤0.01%
280,413
-516,438
2407
$6.27M ﹤0.01%
183,178
+132,766
2408
$6.27M ﹤0.01%
1,144,627
+64,619
2409
$6.26M ﹤0.01%
151,743
+7,469
2410
$6.25M ﹤0.01%
156,409
-104,204
2411
$6.24M ﹤0.01%
211,257
+113,682
2412
$6.23M ﹤0.01%
421,986
+123,210
2413
$6.17M ﹤0.01%
255,974
+7,021
2414
$6.17M ﹤0.01%
110,238
-40,000
2415
$6.16M ﹤0.01%
235,273
-337,969
2416
$6.16M ﹤0.01%
828,753
-14,556
2417
$6.15M ﹤0.01%
615,388
+225,228
2418
$6.13M ﹤0.01%
307,234
-56,250
2419
$6.13M ﹤0.01%
258,510
+26,514
2420
$6.12M ﹤0.01%
591,010
+21,283
2421
$6.12M ﹤0.01%
414,938
-289,594
2422
$6.11M ﹤0.01%
163,312
+82,712
2423
$6.11M ﹤0.01%
212,000
-18,624
2424
$6.1M ﹤0.01%
278,690
-10,811
2425
$6.1M ﹤0.01%
357,881
+159,538