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
3801
$1.4M ﹤0.01%
79,086
+3,210
3802
$1.4M ﹤0.01%
54,889
+14,795
3803
$1.39M ﹤0.01%
46,193
-7,730
3804
$1.39M ﹤0.01%
86,908
-4,133
3805
$1.39M ﹤0.01%
157,941
-5,888
3806
$1.39M ﹤0.01%
70,362
-43,427
3807
$1.39M ﹤0.01%
85,836
+39,010
3808
$1.39M ﹤0.01%
122,008
+41,828
3809
$1.39M ﹤0.01%
42,825
-5,755
3810
$1.39M ﹤0.01%
11,782
-49,287
3811
$1.39M ﹤0.01%
64,574
-14,833
3812
$1.38M ﹤0.01%
72,501
+49,246
3813
$1.37M ﹤0.01%
563
+534
3814
$1.37M ﹤0.01%
38,400
-639,614
3815
$1.36M ﹤0.01%
91,976
-21,132
3816
$1.36M ﹤0.01%
28,049
-11,064
3817
$1.36M ﹤0.01%
102,013
+95,509
3818
$1.36M ﹤0.01%
264,570
+25,707
3819
$1.36M ﹤0.01%
29,172
-74,824
3820
$1.35M ﹤0.01%
6,021
-475
3821
$1.35M ﹤0.01%
21,453
-58,596
3822
$1.35M ﹤0.01%
92,492
+1,871
3823
$1.34M ﹤0.01%
84,567
-11,062
3824
$1.34M ﹤0.01%
74,261
-242,428
3825
$1.34M ﹤0.01%
32,050
+3,340
151 152
153
154 155