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
2626
$5.35M ﹤0.01%
378,543
-118,352
2627
$5.35M ﹤0.01%
461,780
+70,830
2628
$5.34M ﹤0.01%
80,124
+502
2629
$5.34M ﹤0.01%
146,141
-13,661
2630
$5.34M ﹤0.01%
275,166
+29,512
2631
$5.34M ﹤0.01%
126,817
-124,854
2632
$5.32M ﹤0.01%
79,406
-3,819
2633
$5.32M ﹤0.01%
136,083
-173,267
2634
$5.31M ﹤0.01%
425,653
-71,553
2635
$5.31M ﹤0.01%
37,664
-38,286
2636
$5.31M ﹤0.01%
114,010
-35,764
2637
$5.31M ﹤0.01%
218,718
+53,718
2638
$5.31M ﹤0.01%
427,962
+104,604
2639
$5.3M ﹤0.01%
126,862
-15,361
2640
$5.3M ﹤0.01%
78,203
-28,518
2641
$5.28M ﹤0.01%
76,460
-643,214
2642
$5.28M ﹤0.01%
67,393
+9,656
2643
$5.27M ﹤0.01%
1,164,083
-33,569
2644
$5.26M ﹤0.01%
220,343
+12,963
2645
$5.26M ﹤0.01%
119,320
+13,474
2646
$5.26M ﹤0.01%
76,580
+44,589
2647
$5.26M ﹤0.01%
106,236
+2,409
2648
$5.25M ﹤0.01%
53,583
-659
2649
$5.24M ﹤0.01%
47,153
-799
2650
$5.24M ﹤0.01%
271,802
+68,431