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
3501
$2.04M ﹤0.01%
125,718
-24,945
3502
$2.04M ﹤0.01%
134,548
-13,170
3503
$2.03M ﹤0.01%
38,537
-9,853
3504
$2.03M ﹤0.01%
64,747
+47,990
3505
$2.03M ﹤0.01%
140,996
+124,368
3506
$2.02M ﹤0.01%
289,831
+125,941
3507
$2.02M ﹤0.01%
379,249
+110,632
3508
$2.02M ﹤0.01%
30,579
+6,800
3509
$2.02M ﹤0.01%
216,570
+80,752
3510
$2.02M ﹤0.01%
62,883
-37,250
3511
$2.02M ﹤0.01%
133,010
-116,200
3512
$2.02M ﹤0.01%
1,132,523
-4,962,752
3513
$2.01M ﹤0.01%
83,881
-8,387
3514
$2.01M ﹤0.01%
972,143
-8,212
3515
$2M ﹤0.01%
136,341
+66,559
3516
$2M ﹤0.01%
235
+234
3517
$2M ﹤0.01%
175,396
+5,534
3518
$2M ﹤0.01%
92,356
+79,114
3519
$2M ﹤0.01%
102,622
+34,146
3520
$1.99M ﹤0.01%
587,627
-20,864
3521
$1.99M ﹤0.01%
111,556
-8,607
3522
$1.98M ﹤0.01%
161,345
+40,381
3523
$1.98M ﹤0.01%
65,755
-25,280
3524
$1.97M ﹤0.01%
114,083
-15,482
3525
$1.97M ﹤0.01%
70,643
-38,181
139 140
141
142 143