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
3426
$2.24M ﹤0.01%
962,238
+91,322
3427
$2.24M ﹤0.01%
147,848
-8,897
3428
$2.24M ﹤0.01%
97,638
+63,485
3429
$2.24M ﹤0.01%
62,423
-117,875
3430
$2.24M ﹤0.01%
107,638
+45,889
3431
$2.23M ﹤0.01%
142,330
+100,881
3432
$2.23M ﹤0.01%
87,195
+21,644
3433
$2.23M ﹤0.01%
562,373
+83,812
3434
$2.23M ﹤0.01%
84,120
-51,539
3435
$2.22M ﹤0.01%
208,583
+13,580
3436
$2.22M ﹤0.01%
154,631
+1,360
3437
$2.22M ﹤0.01%
127,461
-65,126
3438
$2.22M ﹤0.01%
59,254
-16,215
3439
$2.22M ﹤0.01%
328,490
+324,331
3440
$2.21M ﹤0.01%
65,625
-1,138
3441
$2.21M ﹤0.01%
84,338
-4,468
3442
$2.21M ﹤0.01%
45,994
-38,487
3443
$2.21M ﹤0.01%
107,763
+9,430
3444
$2.21M ﹤0.01%
66,043
-68,017
3445
$2.21M ﹤0.01%
174,423
+18,506
3446
$2.2M ﹤0.01%
55,742
+1,796
3447
$2.2M ﹤0.01%
91,503
+1,791
3448
$2.2M ﹤0.01%
5,832
+3,952
3449
$2.19M ﹤0.01%
148,069
-75,855
3450
$2.19M ﹤0.01%
61,738
-4,693
136 137
138
139 140