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
2451
$5.91M ﹤0.01%
274,030
+169,828
2452
$5.91M ﹤0.01%
660,822
-831,778
2453
$5.9M ﹤0.01%
429,233
+376,516
2454
$5.9M ﹤0.01%
46,508
+9,985
2455
$5.9M ﹤0.01%
501,774
-36,213
2456
$5.89M ﹤0.01%
62,630
+1,304
2457
$5.89M ﹤0.01%
107,373
-46,799
2458
$5.88M ﹤0.01%
656,039
+380
2459
$5.87M ﹤0.01%
98,814
+44,166
2460
$5.87M ﹤0.01%
438,354
-511,264
2461
$5.86M ﹤0.01%
221,401
+12,536
2462
$5.86M ﹤0.01%
+23,495
2463
$5.86M ﹤0.01%
159,757
+49,509
2464
$5.86M ﹤0.01%
116,241
+1,020
2465
$5.86M ﹤0.01%
125,141
-25,957
2466
$5.86M ﹤0.01%
744,129
+216,508
2467
$5.85M ﹤0.01%
173,477
+4,116
2468
$5.84M ﹤0.01%
70,079
+2,081
2469
$5.84M ﹤0.01%
+118,590
2470
$5.84M ﹤0.01%
128,708
+94,161
2471
$5.83M ﹤0.01%
77,979
-4,097
2472
$5.83M ﹤0.01%
251,379
+80,243
2473
$5.82M ﹤0.01%
232,327
+38,638
2474
$5.82M ﹤0.01%
485,892
-41,992
2475
$5.8M ﹤0.01%
421,861
-15,225