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
2526
$6.01M ﹤0.01%
48,943
-38,052
2527
$6.01M ﹤0.01%
107,306
+58,355
2528
$5.99M ﹤0.01%
2,057,943
+183,716
2529
$5.99M ﹤0.01%
220,293
+102,368
2530
$5.98M ﹤0.01%
192,293
-24,585
2531
$5.97M ﹤0.01%
216,135
-3,472
2532
$5.97M ﹤0.01%
466,640
+92,282
2533
$5.97M ﹤0.01%
233,505
+96,689
2534
$5.96M ﹤0.01%
95,948
+14,995
2535
$5.96M ﹤0.01%
63,995
-31,296
2536
$5.95M ﹤0.01%
1,658,089
-762,266
2537
$5.95M ﹤0.01%
197,527
-49,276
2538
$5.95M ﹤0.01%
1,128,695
-61,786
2539
$5.94M ﹤0.01%
65,688
-12,986
2540
$5.92M ﹤0.01%
96,935
-185,997
2541
$5.91M ﹤0.01%
1,380,248
-134,087
2542
$5.91M ﹤0.01%
416,236
+49,418
2543
$5.9M ﹤0.01%
311,040
+14,109
2544
$5.9M ﹤0.01%
402,410
+15,812
2545
$5.9M ﹤0.01%
401,843
-7,962
2546
$5.9M ﹤0.01%
251,483
+96,895
2547
$5.9M ﹤0.01%
196,650
-985
2548
$5.89M ﹤0.01%
34,272
+1,837
2549
$5.89M ﹤0.01%
180,304
-123,895
2550
$5.88M ﹤0.01%
203,464
-530,253