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
3626
$1.75M ﹤0.01%
2,060
-377
3627
$1.75M ﹤0.01%
80,895
-12,375
3628
$1.75M ﹤0.01%
216,587
+65,738
3629
$1.74M ﹤0.01%
32,400
-18,101
3630
$1.74M ﹤0.01%
115,395
+35,895
3631
$1.74M ﹤0.01%
54,871
-8,304
3632
$1.74M ﹤0.01%
46,597
-17,193
3633
$1.74M ﹤0.01%
88,557
+9,627
3634
$1.73M ﹤0.01%
49,228
-110,891
3635
$1.73M ﹤0.01%
68,163
+22,575
3636
$1.73M ﹤0.01%
58,465
-84,582
3637
$1.73M ﹤0.01%
66,036
+2,595
3638
$1.73M ﹤0.01%
71,136
+49,623
3639
$1.73M ﹤0.01%
28,288
+10,592
3640
$1.73M ﹤0.01%
82,748
-98,940
3641
$1.72M ﹤0.01%
80,975
-15,094
3642
$1.72M ﹤0.01%
+50,000
3643
$1.72M ﹤0.01%
90,232
-20,812
3644
$1.72M ﹤0.01%
31,922
-2,784
3645
$1.72M ﹤0.01%
124,459
-16,755
3646
$1.72M ﹤0.01%
6,757
+2,653
3647
$1.72M ﹤0.01%
69,817
+48,079
3648
$1.71M ﹤0.01%
154,219
+3,243
3649
$1.71M ﹤0.01%
126,085
-19,843
3650
$1.71M ﹤0.01%
482,738
+37,201
144 145
146
147 148