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
3001
$3.56M ﹤0.01%
72,484
-62,991
3002
$3.56M ﹤0.01%
57,773
+43,277
3003
$3.56M ﹤0.01%
212
-31
3004
$3.55M ﹤0.01%
151,554
-2,547
3005
$3.54M ﹤0.01%
145,692
+5,513
3006
$3.53M ﹤0.01%
132,044
+41,460
3007
$3.52M ﹤0.01%
125,615
-37,774
3008
$3.52M ﹤0.01%
68,839
+16,332
3009
$3.51M ﹤0.01%
45,996
+5,278
3010
$3.51M ﹤0.01%
172,913
-4,963
3011
$3.51M ﹤0.01%
128,155
+100,478
3012
$3.5M ﹤0.01%
109,277
+93,769
3013
$3.5M ﹤0.01%
92,382
-51,610
3014
$3.5M ﹤0.01%
179,893
+169,194
3015
$3.49M ﹤0.01%
114,920
+81,675
3016
$3.49M ﹤0.01%
135,731
+4,443
3017
$3.48M ﹤0.01%
110,401
+63,720
3018
$3.48M ﹤0.01%
673,673
+85,257
3019
$3.48M ﹤0.01%
203,522
-49,357
3020
$3.48M ﹤0.01%
31,020
+5,485
3021
$3.48M ﹤0.01%
242,792
+167,264
3022
$3.47M ﹤0.01%
117,151
+78,355
3023
$3.46M ﹤0.01%
62,806
-17,531
3024
$3.46M ﹤0.01%
499,210
+2,851
3025
$3.46M ﹤0.01%
343,482
+97,627
119 120
121
122 123