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
3476
$2.14M ﹤0.01%
80,747
+7,007
3477
$2.14M ﹤0.01%
104,413
+2,858
3478
$2.13M ﹤0.01%
119,882
+58,100
3479
$2.13M ﹤0.01%
159,560
+31,899
3480
$2.1M ﹤0.01%
150,913
-44,398
3481
$2.1M ﹤0.01%
49,737
-14,544
3482
$2.09M ﹤0.01%
141,719
-6,581
3483
$2.09M ﹤0.01%
246,110
+56,050
3484
$2.09M ﹤0.01%
38,549
-82,231
3485
$2.09M ﹤0.01%
27,411
+194
3486
$2.09M ﹤0.01%
42,818
-7,206
3487
$2.09M ﹤0.01%
203,149
+67,942
3488
$2.08M ﹤0.01%
227,454
-205,321
3489
$2.08M ﹤0.01%
50,094
+8,770
3490
$2.08M ﹤0.01%
133,500
+5,596
3491
$2.07M ﹤0.01%
114,110
+17,205
3492
$2.07M ﹤0.01%
8,760
+229
3493
$2.07M ﹤0.01%
9,549
+8,436
3494
$2.06M ﹤0.01%
134,445
+98,493
3495
$2.06M ﹤0.01%
40,559
-52,817
3496
$2.05M ﹤0.01%
124,620
-48,216
3497
$2.05M ﹤0.01%
86,776
-20,358
3498
$2.05M ﹤0.01%
59,704
-3,636
3499
$2.05M ﹤0.01%
52,551
-5,825
3500
$2.04M ﹤0.01%
522,472
+160,140
138 139
140
141 142