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
3326
$2.49M ﹤0.01%
135,857
+5,431
3327
$2.49M ﹤0.01%
364,903
+139,008
3328
$2.48M ﹤0.01%
81,532
-150,480
3329
$2.47M ﹤0.01%
33,907
+9,497
3330
$2.47M ﹤0.01%
182,008
-57,732
3331
$2.47M ﹤0.01%
52,220
+21,670
3332
$2.47M ﹤0.01%
87,118
+25,889
3333
$2.46M ﹤0.01%
142,686
+16,735
3334
$2.46M ﹤0.01%
293,621
+39,689
3335
$2.45M ﹤0.01%
250,791
+82,669
3336
$2.45M ﹤0.01%
52,639
-983,576
3337
$2.45M ﹤0.01%
70,025
-16,116
3338
$2.44M ﹤0.01%
126,875
-142,986
3339
$2.44M ﹤0.01%
94,205
-179,875
3340
$2.44M ﹤0.01%
59,176
-5,239
3341
$2.43M ﹤0.01%
351,563
+126,920
3342
$2.43M ﹤0.01%
358,697
+254,683
3343
$2.43M ﹤0.01%
106,392
-263,665
3344
$2.43M ﹤0.01%
74,366
+2,994
3345
$2.43M ﹤0.01%
276,274
-22,066
3346
$2.42M ﹤0.01%
171,609
-49,691
3347
$2.42M ﹤0.01%
93,476
+2,012
3348
$2.42M ﹤0.01%
71,224
-76,894
3349
$2.42M ﹤0.01%
171,861
-7,092
3350
$2.42M ﹤0.01%
75,395
+43,787
132 133
134
135 136