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
3076
$3.26M ﹤0.01%
106,623
-53,451
3077
$3.24M ﹤0.01%
183,495
+5,232
3078
$3.24M ﹤0.01%
89,079
-3,772
3079
$3.24M ﹤0.01%
538,429
-7,788
3080
$3.23M ﹤0.01%
183,631
+47,872
3081
$3.23M ﹤0.01%
56,898
+15,757
3082
$3.22M ﹤0.01%
224,096
-10,900
3083
$3.2M ﹤0.01%
117,925
-16,547
3084
$3.2M ﹤0.01%
170,044
-83,591
3085
$3.2M ﹤0.01%
77,880
-4,574
3086
$3.19M ﹤0.01%
87,339
-5,030
3087
$3.19M ﹤0.01%
60,652
+8,332
3088
$3.18M ﹤0.01%
385,316
-83,733
3089
$3.17M ﹤0.01%
115,516
+23,034
3090
$3.17M ﹤0.01%
98,711
+4,877
3091
$3.17M ﹤0.01%
166,070
-42,629
3092
$3.17M ﹤0.01%
72,498
-14,624
3093
$3.16M ﹤0.01%
96,429
-199,383
3094
$3.16M ﹤0.01%
265,399
-332
3095
$3.15M ﹤0.01%
147,830
-1,661
3096
$3.15M ﹤0.01%
245,426
-17,079
3097
$3.15M ﹤0.01%
110,311
+30,436
3098
$3.15M ﹤0.01%
84,909
+18,847
3099
$3.14M ﹤0.01%
117,928
+13,092
3100
$3.13M ﹤0.01%
158,195
+27,558
122 123
124
125 126