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
$272B
AUM Growth
-$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,039
New
Increased
Reduced
Closed

Top Buys

1
+$677M
2
+$609M
3
+$334M
4
TSM icon
TSMC
TSM
+$324M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$298M

Top Sells

1
+$2.37B
2
+$763M
3
+$631M
4
AAPL icon
Apple
AAPL
+$568M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$540M

Sector Composition

1 Healthcare 9.14%
2 Financials 8.58%
3 Technology 8.55%
4 Consumer Discretionary 7.66%
5 Communication Services 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$6.13M ﹤0.01%
326,208
+38,613
2502
$6.12M ﹤0.01%
37,096
+290
2503
$6.11M ﹤0.01%
39,495
+1,105
2504
$6.11M ﹤0.01%
228,073
+89,139
2505
$6.1M ﹤0.01%
523,317
-64,633
2506
$6.09M ﹤0.01%
114,042
-23,894
2507
$6.08M ﹤0.01%
168,072
-97,228
2508
$6.08M ﹤0.01%
180,205
-28,291
2509
$6.08M ﹤0.01%
113,450
+8,342
2510
$6.07M ﹤0.01%
280,003
-772
2511
$6.07M ﹤0.01%
119,294
+94,814
2512
$6.07M ﹤0.01%
243,242
-5,200
2513
$6.06M ﹤0.01%
3,238,641
+845,854
2514
$6.05M ﹤0.01%
813,173
-43,045
2515
$6.05M ﹤0.01%
123,925
+563
2516
$6.04M ﹤0.01%
171,886
-26,427
2517
$6.04M ﹤0.01%
205,038
+71,992
2518
$6.04M ﹤0.01%
395,503
+11,866
2519
$6.04M ﹤0.01%
200,067
-9,045
2520
$6.03M ﹤0.01%
385,754
+153,412
2521
$6.02M ﹤0.01%
509,172
+290,681
2522
$6.02M ﹤0.01%
428,565
-415,285
2523
$6.02M ﹤0.01%
348,753
+90,347
2524
$6.01M ﹤0.01%
93,614
+33,401
2525
$6.01M ﹤0.01%
111,492
-37,855
99 100
101
102 103