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
3726
$1.54M ﹤0.01%
61,448
+38,753
3727
$1.53M ﹤0.01%
118,142
+16,030
3728
$1.52M ﹤0.01%
25,703
-1,266
3729
$1.52M ﹤0.01%
119,626
+14,872
3730
$1.52M ﹤0.01%
73,264
-6,057
3731
$1.51M ﹤0.01%
85,219
+46,800
3732
$1.51M ﹤0.01%
97,214
+24,460
3733
$1.51M ﹤0.01%
60,099
-1,771
3734
$1.51M ﹤0.01%
2,943
-1,860
3735
$1.51M ﹤0.01%
39,596
+14,737
3736
$1.51M ﹤0.01%
4,368
+1,712
3737
$1.51M ﹤0.01%
86,865
+46,824
3738
$1.51M ﹤0.01%
139,242
+56,846
3739
$1.5M ﹤0.01%
72,288
+15,482
3740
$1.5M ﹤0.01%
90,454
-36,528
3741
$1.5M ﹤0.01%
789,040
+235,590
3742
$1.5M ﹤0.01%
59,333
-119,167
3743
$1.5M ﹤0.01%
53,494
-114,216
3744
$1.5M ﹤0.01%
330,327
+27,740
3745
$1.5M ﹤0.01%
106,738
+31,472
3746
$1.5M ﹤0.01%
139,560
+48,344
3747
$1.5M ﹤0.01%
57,716
+497
3748
$1.49M ﹤0.01%
146,164
-8,190
3749
$1.49M ﹤0.01%
41,606
-61,434
3750
$1.49M ﹤0.01%
91,414
-93,144
148 149
150
151 152