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
2701
$4.98M ﹤0.01%
93,639
+26,182
2702
$4.97M ﹤0.01%
133,076
-157,812
2703
$4.97M ﹤0.01%
607,582
+183,317
2704
$4.97M ﹤0.01%
397,990
+87,600
2705
$4.96M ﹤0.01%
242,359
-30,179
2706
$4.96M ﹤0.01%
192,390
+135,690
2707
$4.96M ﹤0.01%
179,385
-110,387
2708
$4.96M ﹤0.01%
589,446
+149,340
2709
$4.95M ﹤0.01%
92,483
-328,388
2710
$4.95M ﹤0.01%
290,911
+38,808
2711
$4.94M ﹤0.01%
2,939,421
-691,086
2712
$4.93M ﹤0.01%
71,405
-88,783
2713
$4.91M ﹤0.01%
128,777
+10,033
2714
$4.91M ﹤0.01%
42,934
+9,573
2715
$4.91M ﹤0.01%
99,457
+17,551
2716
$4.9M ﹤0.01%
226,542
-360,181
2717
$4.9M ﹤0.01%
228,244
+27,611
2718
$4.9M ﹤0.01%
3,180,448
+2,239,710
2719
$4.86M ﹤0.01%
324,945
-989,462
2720
$4.85M ﹤0.01%
6,307
-7,739
2721
$4.84M ﹤0.01%
335,280
+161,484
2722
$4.84M ﹤0.01%
87,928
+19,555
2723
$4.84M ﹤0.01%
1,085,728
+636,864
2724
$4.83M ﹤0.01%
80,521
+76,902
2725
$4.83M ﹤0.01%
77,236
-24,744
107 108
109
110 111