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
2426
$6.1M ﹤0.01%
193,014
+44,924
2427
$6.07M ﹤0.01%
277,066
+31,996
2428
$6.07M ﹤0.01%
127,339
+43,350
2429
$6.07M ﹤0.01%
67,880
+167
2430
$6.06M ﹤0.01%
472,696
-15,706
2431
$6.06M ﹤0.01%
183,126
-785,336
2432
$6.04M ﹤0.01%
93,783
+5,562
2433
$6.03M ﹤0.01%
175,677
-664
2434
$6.03M ﹤0.01%
438,597
+212,737
2435
$6.03M ﹤0.01%
901,205
+199,010
2436
$6.03M ﹤0.01%
370,430
+26,822
2437
$6M ﹤0.01%
150,285
+12,129
2438
$5.99M ﹤0.01%
74,189
-6,477
2439
$5.99M ﹤0.01%
83,615
+11,741
2440
$5.98M ﹤0.01%
206,303
+19,221
2441
$5.97M ﹤0.01%
208,803
-4,819
2442
$5.97M ﹤0.01%
966,575
+21,728
2443
$5.97M ﹤0.01%
45,838
-4,460
2444
$5.97M ﹤0.01%
248,209
+19,411
2445
$5.96M ﹤0.01%
161,662
+29,774
2446
$5.96M ﹤0.01%
259,524
+13,449
2447
$5.94M ﹤0.01%
468,018
-426,858
2448
$5.94M ﹤0.01%
159,333
+79,102
2449
$5.93M ﹤0.01%
362,476
+109,454
2450
$5.92M ﹤0.01%
242,252
+6,028