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
3176
$2.86M ﹤0.01%
350,903
+45,094
3177
$2.86M ﹤0.01%
56,749
-43,437
3178
$2.85M ﹤0.01%
127,663
+28,536
3179
$2.85M ﹤0.01%
130,175
-15,197
3180
$2.85M ﹤0.01%
117,318
+46,974
3181
$2.85M ﹤0.01%
320,667
+34,573
3182
$2.85M ﹤0.01%
125,757
+1,378
3183
$2.84M ﹤0.01%
142,701
-432
3184
$2.84M ﹤0.01%
39,318
-13,554
3185
$2.83M ﹤0.01%
18,429
+4,002
3186
$2.83M ﹤0.01%
112,159
+28,054
3187
$2.82M ﹤0.01%
118,759
+101,353
3188
$2.82M ﹤0.01%
69,593
-43,272
3189
$2.82M ﹤0.01%
69,612
+18,534
3190
$2.81M ﹤0.01%
317,953
-22,149
3191
$2.81M ﹤0.01%
116,065
-377,255
3192
$2.8M ﹤0.01%
42,464
+27,330
3193
$2.79M ﹤0.01%
399,148
+85,502
3194
$2.79M ﹤0.01%
25,430
+1,878
3195
$2.78M ﹤0.01%
142,756
+36,699
3196
$2.78M ﹤0.01%
86,666
+6,978
3197
$2.78M ﹤0.01%
188,349
-13,512
3198
$2.78M ﹤0.01%
109,923
+13,248
3199
$2.78M ﹤0.01%
406,233
+8,652
3200
$2.77M ﹤0.01%
169,929
-10,681
126 127
128
129 130