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
3276
$2.59M ﹤0.01%
62,968
+22,465
3277
$2.59M ﹤0.01%
160,040
-15,024
3278
$2.58M ﹤0.01%
97,037
-1,714
3279
$2.58M ﹤0.01%
43,634
+15,195
3280
$2.58M ﹤0.01%
56,271
-12,973
3281
$2.58M ﹤0.01%
804,689
+159,537
3282
$2.58M ﹤0.01%
439,962
+41,310
3283
$2.58M ﹤0.01%
190,180
-37,881
3284
$2.58M ﹤0.01%
196,141
+51,929
3285
$2.58M ﹤0.01%
481,192
-13,088
3286
$2.58M ﹤0.01%
42,333
+11,362
3287
$2.58M ﹤0.01%
45,221
-38,995
3288
$2.58M ﹤0.01%
51,716
+10,282
3289
$2.58M ﹤0.01%
222,804
+105,159
3290
$2.57M ﹤0.01%
180,119
+62,267
3291
$2.57M ﹤0.01%
116,403
+16,122
3292
$2.57M ﹤0.01%
55,562
-29,287
3293
$2.57M ﹤0.01%
80,282
-8,635
3294
$2.57M ﹤0.01%
+212,811
3295
$2.56M ﹤0.01%
255,322
-3,092
3296
$2.56M ﹤0.01%
205,011
-7,151
3297
$2.56M ﹤0.01%
70,495
+3,110
3298
$2.56M ﹤0.01%
104,432
+55,912
3299
$2.56M ﹤0.01%
226,171
-18,546
3300
$2.55M ﹤0.01%
212,438
+137,022
130 131
132
133 134