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
2676
$5.11M ﹤0.01%
968,865
-9,115
2677
$5.1M ﹤0.01%
352,584
-23,452
2678
$5.1M ﹤0.01%
166,708
+18,475
2679
$5.1M ﹤0.01%
74,891
-94,924
2680
$5.09M ﹤0.01%
259,228
+38,290
2681
$5.09M ﹤0.01%
141,298
+77,584
2682
$5.09M ﹤0.01%
472,647
-5,732
2683
$5.08M ﹤0.01%
231,994
+19,073
2684
$5.08M ﹤0.01%
180,868
+113,389
2685
$5.08M ﹤0.01%
207,780
+47,496
2686
$5.07M ﹤0.01%
149,583
+10,872
2687
$5.07M ﹤0.01%
578,862
+160,039
2688
$5.07M ﹤0.01%
547,399
-18,355
2689
$5.06M ﹤0.01%
31,430
+15,708
2690
$5.06M ﹤0.01%
194,320
-31,887
2691
$5.05M ﹤0.01%
98,220
-134,770
2692
$5.05M ﹤0.01%
40,641
-32,729
2693
$5.05M ﹤0.01%
293,611
+178,004
2694
$5.03M ﹤0.01%
367,263
-196,587
2695
$5M ﹤0.01%
192,613
-45,601
2696
$5M ﹤0.01%
90,240
+11,743
2697
$5M ﹤0.01%
198,149
-38,616
2698
$5M ﹤0.01%
280,469
-2,954
2699
$4.99M ﹤0.01%
166,719
+154,724
2700
$4.98M ﹤0.01%
134,220
+7,696