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
3351
$2.42M ﹤0.01%
79,151
-7,184
3352
$2.41M ﹤0.01%
95,665
+77,334
3353
$2.41M ﹤0.01%
172,878
-118,597
3354
$2.41M ﹤0.01%
249,939
+61,187
3355
$2.41M ﹤0.01%
96,355
-2,922
3356
$2.41M ﹤0.01%
41,206
+4,923
3357
$2.4M ﹤0.01%
194,073
-120,611
3358
$2.4M ﹤0.01%
37,294
+3,625
3359
$2.39M ﹤0.01%
28,147
-12,768
3360
$2.39M ﹤0.01%
94,850
+7,142
3361
$2.39M ﹤0.01%
113,930
-399
3362
$2.39M ﹤0.01%
57,428
-47,538
3363
$2.39M ﹤0.01%
148,491
-5,013
3364
$2.39M ﹤0.01%
511,775
+213,079
3365
$2.38M ﹤0.01%
173,677
-92,594
3366
$2.38M ﹤0.01%
187,015
-85,670
3367
$2.38M ﹤0.01%
936,954
-956,611
3368
$2.38M ﹤0.01%
194,838
-17,864
3369
$2.37M ﹤0.01%
42,394
+40,956
3370
$2.37M ﹤0.01%
129,813
+97,531
3371
$2.37M ﹤0.01%
2,934,291
+103,700
3372
$2.37M ﹤0.01%
135,976
-32,502
3373
$2.37M ﹤0.01%
196,044
-40,117
3374
$2.37M ﹤0.01%
57,862
+20,490
3375
$2.37M ﹤0.01%
86,838
-3,202
133 134
135
136 137