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
2576
$5.7M ﹤0.01%
266,492
-147,822
2577
$5.69M ﹤0.01%
300,113
+41,649
2578
$5.68M ﹤0.01%
99,331
-750
2579
$5.68M ﹤0.01%
107,046
+38,799
2580
$5.68M ﹤0.01%
409,615
-17,776
2581
$5.67M ﹤0.01%
184,062
+16,164
2582
$5.67M ﹤0.01%
30,959
+6,982
2583
$5.66M ﹤0.01%
420,413
-26,949
2584
$5.65M ﹤0.01%
119,309
-83,363
2585
$5.64M ﹤0.01%
449,396
+8,062
2586
$5.64M ﹤0.01%
638,095
+16,544
2587
$5.62M ﹤0.01%
87,701
+4,581
2588
$5.62M ﹤0.01%
254,934
-294,323
2589
$5.62M ﹤0.01%
130,578
-10,881
2590
$5.62M ﹤0.01%
77,779
+62,913
2591
$5.61M ﹤0.01%
395,291
-18,073
2592
$5.61M ﹤0.01%
353,135
-5,379
2593
$5.6M ﹤0.01%
207,005
-32,350
2594
$5.59M ﹤0.01%
130,044
+103,545
2595
$5.59M ﹤0.01%
294,264
-5,232
2596
$5.58M ﹤0.01%
148,879
+33,210
2597
$5.55M ﹤0.01%
627,665
-142,520
2598
$5.55M ﹤0.01%
405,525
+5,113
2599
$5.55M ﹤0.01%
85,475
+10,176
2600
$5.54M ﹤0.01%
480,930
+4,927