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
3401
$2.29M ﹤0.01%
25,734
-5,075
3402
$2.29M ﹤0.01%
25,871
+3,616
3403
$2.28M ﹤0.01%
56,477
+30,326
3404
$2.28M ﹤0.01%
91,356
-77,216
3405
$2.28M ﹤0.01%
123,684
+31,722
3406
$2.28M ﹤0.01%
119,428
+66,149
3407
$2.27M ﹤0.01%
98,420
+87,949
3408
$2.27M ﹤0.01%
92,588
-87,959
3409
$2.27M ﹤0.01%
45,507
-4,405
3410
$2.27M ﹤0.01%
26,480
+4,532
3411
$2.27M ﹤0.01%
82,520
+77,464
3412
$2.26M ﹤0.01%
42,920
-52,996
3413
$2.26M ﹤0.01%
41,898
-27,670
3414
$2.26M ﹤0.01%
49,830
-277
3415
$2.26M ﹤0.01%
384,419
+232,367
3416
$2.26M ﹤0.01%
173,274
+3,957
3417
$2.25M ﹤0.01%
161,207
-58,905
3418
$2.25M ﹤0.01%
69,938
-295,358
3419
$2.25M ﹤0.01%
107,512
+104,612
3420
$2.25M ﹤0.01%
210,903
+64,088
3421
$2.25M ﹤0.01%
164,137
+94,034
3422
$2.25M ﹤0.01%
242,298
+205,242
3423
$2.25M ﹤0.01%
41,459
+15,515
3424
$2.24M ﹤0.01%
182,152
-34,535
3425
$2.24M ﹤0.01%
165,411
-117,186
135 136
137
138 139