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
3226
$2.7M ﹤0.01%
61,552
-13,140
3227
$2.7M ﹤0.01%
209,675
-802
3228
$2.7M ﹤0.01%
282,032
-1,866,223
3229
$2.69M ﹤0.01%
82,440
+8,331
3230
$2.68M ﹤0.01%
110,844
+85,105
3231
$2.68M ﹤0.01%
11,294
-11,616
3232
$2.68M ﹤0.01%
234,675
-1,823,230
3233
$2.68M ﹤0.01%
15,527
+3,677
3234
$2.68M ﹤0.01%
210,392
-598
3235
$2.68M ﹤0.01%
235,920
+8,571
3236
$2.68M ﹤0.01%
41,189
+39,313
3237
$2.68M ﹤0.01%
26,001
+13,891
3238
$2.67M ﹤0.01%
96,560
+93,184
3239
$2.67M ﹤0.01%
1,462
3240
$2.67M ﹤0.01%
44,393
+3,015
3241
$2.67M ﹤0.01%
100,944
+100,644
3242
$2.66M ﹤0.01%
166,253
+33,977
3243
$2.66M ﹤0.01%
25,560
+2,815
3244
$2.66M ﹤0.01%
79,283
+66,507
3245
$2.66M ﹤0.01%
64,535
-22,883
3246
$2.66M ﹤0.01%
93,160
-22,294
3247
$2.66M ﹤0.01%
220,995
+15,544
3248
$2.65M ﹤0.01%
698,689
-12,875
3249
$2.65M ﹤0.01%
30,964
-5,896
3250
$2.65M ﹤0.01%
173,216
-102,286
128 129
130
131 132