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
2726
$4.83M ﹤0.01%
159,072
+47,806
2727
$4.82M ﹤0.01%
260,880
+34,047
2728
$4.82M ﹤0.01%
35,650
-17,530
2729
$4.81M ﹤0.01%
51,971
-48,013
2730
$4.81M ﹤0.01%
127,993
-1,935
2731
$4.81M ﹤0.01%
417,133
+32,231
2732
$4.81M ﹤0.01%
570,565
+81,610
2733
$4.8M ﹤0.01%
371,935
+2,021
2734
$4.8M ﹤0.01%
260,746
+99,379
2735
$4.79M ﹤0.01%
464,229
-73,020
2736
$4.79M ﹤0.01%
247,585
-34,526
2737
$4.78M ﹤0.01%
317,922
+7,370
2738
$4.77M ﹤0.01%
117,944
-90,427
2739
$4.77M ﹤0.01%
757,029
-53,701
2740
$4.77M ﹤0.01%
328,848
-72,123
2741
$4.77M ﹤0.01%
349,173
-23,695
2742
$4.76M ﹤0.01%
196,521
-28,405
2743
$4.75M ﹤0.01%
164,598
+37,640
2744
$4.75M ﹤0.01%
130,705
+17,651
2745
$4.74M ﹤0.01%
1,194,628
-14,970
2746
$4.71M ﹤0.01%
295,096
+157,517
2747
$4.71M ﹤0.01%
202,873
+123,298
2748
$4.71M ﹤0.01%
120,955
-70,449
2749
$4.71M ﹤0.01%
377,108
+152,248
2750
$4.7M ﹤0.01%
245,544
+129,386
108 109
110
111 112