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
3651
$1.7M ﹤0.01%
38,892
+169
3652
$1.7M ﹤0.01%
24,908
-5,191
3653
$1.7M ﹤0.01%
23,217
-52,412
3654
$1.7M ﹤0.01%
106,358
+9,964
3655
$1.7M ﹤0.01%
4,877
-516
3656
$1.7M ﹤0.01%
149,777
+142,628
3657
$1.7M ﹤0.01%
76,850
+71,527
3658
$1.7M ﹤0.01%
68,344
-40,532
3659
$1.69M ﹤0.01%
571,660
+334,974
3660
$1.69M ﹤0.01%
127,359
+79,578
3661
$1.69M ﹤0.01%
189,934
+139,854
3662
$1.69M ﹤0.01%
121,215
-13,835
3663
$1.68M ﹤0.01%
63,564
+11,014
3664
$1.68M ﹤0.01%
37,753
+302
3665
$1.68M ﹤0.01%
137,705
+25,684
3666
$1.67M ﹤0.01%
92,825
+22,792
3667
$1.67M ﹤0.01%
94,278
+62,824
3668
$1.67M ﹤0.01%
60,360
+12,514
3669
$1.67M ﹤0.01%
773,885
-968,440
3670
$1.66M ﹤0.01%
3,643
-191
3671
$1.66M ﹤0.01%
152,866
+31,926
3672
$1.66M ﹤0.01%
20,170
+2,847
3673
$1.66M ﹤0.01%
33,170
+7,746
3674
$1.65M ﹤0.01%
169,269
-13,860
3675
$1.65M ﹤0.01%
143,647
+12,205
145 146
147
148 149