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
3051
$3.38M ﹤0.01%
91,436
-73,841
3052
$3.38M ﹤0.01%
242,894
+41,352
3053
$3.37M ﹤0.01%
35,056
+1,693
3054
$3.36M ﹤0.01%
26,351
-2,945
3055
$3.35M ﹤0.01%
219,436
-117,633
3056
$3.35M ﹤0.01%
31,396
-196,962
3057
$3.35M ﹤0.01%
108,594
+14,971
3058
$3.34M ﹤0.01%
770,731
+108,973
3059
$3.34M ﹤0.01%
63,575
-9,083
3060
$3.33M ﹤0.01%
201,130
+36,998
3061
$3.33M ﹤0.01%
104,670
-359,793
3062
$3.33M ﹤0.01%
128,039
+21,505
3063
$3.32M ﹤0.01%
133,212
+55,553
3064
$3.31M ﹤0.01%
241,066
-21,842
3065
$3.3M ﹤0.01%
110,189
+37,465
3066
$3.3M ﹤0.01%
105,306
-779
3067
$3.3M ﹤0.01%
566,348
+426,100
3068
$3.29M ﹤0.01%
270,846
-7,676
3069
$3.29M ﹤0.01%
784,713
-25,405
3070
$3.29M ﹤0.01%
146,600
-12,452
3071
$3.29M ﹤0.01%
22,574
+11,245
3072
$3.29M ﹤0.01%
462,880
+111,527
3073
$3.27M ﹤0.01%
62,931
-1,091
3074
$3.27M ﹤0.01%
80,351
+17,100
3075
$3.27M ﹤0.01%
221,812
-166,255
121 122
123
124 125