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
3526
$1.97M ﹤0.01%
161,762
+71,666
3527
$1.97M ﹤0.01%
39,265
-21,557
3528
$1.96M ﹤0.01%
114,053
-260,136
3529
$1.96M ﹤0.01%
+99,341
3530
$1.96M ﹤0.01%
60,075
+30,635
3531
$1.96M ﹤0.01%
99,371
-360,359
3532
$1.96M ﹤0.01%
128,510
-6,918
3533
$1.96M ﹤0.01%
523,993
-190,732
3534
$1.95M ﹤0.01%
50,803
+2,169
3535
$1.95M ﹤0.01%
66,166
-47,301
3536
$1.95M ﹤0.01%
84,710
+20,432
3537
$1.94M ﹤0.01%
62,563
-20,262
3538
$1.94M ﹤0.01%
1,115,967
+834,457
3539
$1.94M ﹤0.01%
71,921
+27,247
3540
$1.94M ﹤0.01%
241,223
+222,444
3541
$1.94M ﹤0.01%
133,386
+28,446
3542
$1.93M ﹤0.01%
90,295
+20,871
3543
$1.93M ﹤0.01%
77,757
+28,917
3544
$1.93M ﹤0.01%
34,520
+758
3545
$1.93M ﹤0.01%
36,339
-42,697
3546
$1.92M ﹤0.01%
172,188
+71,136
3547
$1.91M ﹤0.01%
73,855
+3,775
3548
$1.91M ﹤0.01%
56,247
-3,470
3549
$1.91M ﹤0.01%
105,949
-308,826
3550
$1.91M ﹤0.01%
94,745
-14,890
140 141
142
143 144