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
3026
$3.46M ﹤0.01%
405,058
-893
3027
$3.45M ﹤0.01%
527,856
+121,131
3028
$3.45M ﹤0.01%
567,744
+64,492
3029
$3.45M ﹤0.01%
151,445
-1,931
3030
$3.45M ﹤0.01%
77,818
+3,057
3031
$3.44M ﹤0.01%
388,809
+17,512
3032
$3.44M ﹤0.01%
114,924
-9,087
3033
$3.44M ﹤0.01%
70,991
+43,235
3034
$3.43M ﹤0.01%
351,520
+125,888
3035
$3.43M ﹤0.01%
105,020
+66,739
3036
$3.42M ﹤0.01%
139,216
+3,756
3037
$3.42M ﹤0.01%
203,826
-113,953
3038
$3.42M ﹤0.01%
111,602
-53,214
3039
$3.41M ﹤0.01%
76,910
+14,599
3040
$3.41M ﹤0.01%
212,891
+202,489
3041
$3.41M ﹤0.01%
70,049
-77,009
3042
$3.4M ﹤0.01%
252,334
+56,985
3043
$3.4M ﹤0.01%
298,565
+57,167
3044
$3.4M ﹤0.01%
99,444
-8,835
3045
$3.4M ﹤0.01%
360,492
-9,610
3046
$3.39M ﹤0.01%
335,383
+5,646
3047
$3.38M ﹤0.01%
140,801
-203,143
3048
$3.38M ﹤0.01%
110,277
-78,773
3049
$3.38M ﹤0.01%
66,572
+1,303
3050
$3.38M ﹤0.01%
252,350
-1,706
120 121
122
123 124