Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293B
AUM Growth
+$15.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,826
New
Increased
Reduced
Closed

Top Buys

1
+$609M
2
+$593M
3
+$449M
4
MPC icon
Marathon Petroleum
MPC
+$355M
5
WFC icon
Wells Fargo
WFC
+$334M

Top Sells

1
+$791M
2
+$736M
3
+$493M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$462M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$391M

Sector Composition

1 Technology 9.44%
2 Healthcare 8.77%
3 Financials 8.77%
4 Communication Services 7.01%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6201
$2K ﹤0.01%
130
-1,001
6202
$2K ﹤0.01%
13,712
6203
$2K ﹤0.01%
429
-1,632
6204
$2K ﹤0.01%
168
-1,065
6205
$2K ﹤0.01%
50
-130
6206
$2K ﹤0.01%
1,429
-9,945
6207
$2K ﹤0.01%
1,863
6208
$2K ﹤0.01%
50
6209
$2K ﹤0.01%
350
6210
$2K ﹤0.01%
1,040
-16
6211
$2K ﹤0.01%
87
6212
$2K ﹤0.01%
79
6213
$1K ﹤0.01%
174
-9
6214
$1K ﹤0.01%
432
6215
$1K ﹤0.01%
41
6216
$1K ﹤0.01%
104
+2
6217
$1K ﹤0.01%
400
6218
$1K ﹤0.01%
84
6219
$1K ﹤0.01%
+3
6220
– –
0
6221
$1K ﹤0.01%
67
-1,133
6222
$1K ﹤0.01%
+200
6223
$1K ﹤0.01%
56
6224
$1K ﹤0.01%
201
-686
6225
– –
0
247 248
249
250 251