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
3601
$1.79M ﹤0.01%
76,424
+6,112
3602
$1.78M ﹤0.01%
194,570
-27,220
3603
$1.78M ﹤0.01%
13,447
-3,277
3604
$1.78M ﹤0.01%
42,217
-25,044
3605
$1.78M ﹤0.01%
67,397
+8,872
3606
$1.78M ﹤0.01%
124,206
-78,773
3607
$1.77M ﹤0.01%
69,210
+59,800
3608
$1.77M ﹤0.01%
63,805
-3,328
3609
$1.77M ﹤0.01%
31,051
+5,966
3610
$1.77M ﹤0.01%
100,718
+17,640
3611
$1.77M ﹤0.01%
3,849
+662
3612
$1.77M ﹤0.01%
239,877
+137,779
3613
$1.77M ﹤0.01%
368,361
+351,078
3614
$1.76M ﹤0.01%
72,456
-32,906
3615
$1.76M ﹤0.01%
100,264
-15,761
3616
$1.76M ﹤0.01%
81,453
-430,887
3617
$1.76M ﹤0.01%
417,467
-407,452
3618
$1.76M ﹤0.01%
143,394
-67,884
3619
$1.76M ﹤0.01%
76,865
+70,051
3620
$1.75M ﹤0.01%
63,853
+6,536
3621
$1.75M ﹤0.01%
32,256
+19,522
3622
$1.75M ﹤0.01%
276,828
+61,441
3623
$1.75M ﹤0.01%
19,412
+6,798
3624
$1.75M ﹤0.01%
35,390
+5,446
3625
$1.75M ﹤0.01%
47,566
+39,845
143 144
145
146 147