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
3451
$2.19M ﹤0.01%
63,625
+54,670
3452
$2.18M ﹤0.01%
108,714
-10,316
3453
$2.18M ﹤0.01%
162,625
-11,294
3454
$2.18M ﹤0.01%
51,914
-120,089
3455
$2.18M ﹤0.01%
89,476
-144,021
3456
$2.18M ﹤0.01%
165,712
+3,024
3457
$2.17M ﹤0.01%
98,789
+88,562
3458
$2.17M ﹤0.01%
532,764
-41,027
3459
$2.17M ﹤0.01%
168,803
-98,022
3460
$2.17M ﹤0.01%
96,249
-5,523
3461
$2.17M ﹤0.01%
157,866
-68,182
3462
$2.17M ﹤0.01%
89,411
+41,343
3463
$2.17M ﹤0.01%
72,302
+63,440
3464
$2.16M ﹤0.01%
226,908
-127,835
3465
$2.16M ﹤0.01%
61,610
+2,144
3466
$2.16M ﹤0.01%
45,086
-10,434
3467
$2.16M ﹤0.01%
67,369
-12,347
3468
$2.16M ﹤0.01%
146,741
+15,114
3469
$2.16M ﹤0.01%
97,226
-12,593
3470
$2.15M ﹤0.01%
122,246
-13,501
3471
$2.15M ﹤0.01%
46,445
-42,420
3472
$2.15M ﹤0.01%
151,863
+2,470
3473
$2.15M ﹤0.01%
318,689
-15,267
3474
$2.15M ﹤0.01%
52,170
-32,437
3475
$2.15M ﹤0.01%
63,378
+23,991
137 138
139
140 141