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
3851
$1.3M ﹤0.01%
18,949
+2,628
3852
$1.3M ﹤0.01%
85,116
-66,938
3853
$1.3M ﹤0.01%
18,667
-211,554
3854
$1.3M ﹤0.01%
31,799
-16,216
3855
$1.3M ﹤0.01%
75,928
-57,601
3856
$1.3M ﹤0.01%
152,076
-68,940
3857
$1.3M ﹤0.01%
96,079
+13,564
3858
$1.3M ﹤0.01%
104,200
+3,100
3859
$1.29M ﹤0.01%
65,876
-115,074
3860
$1.29M ﹤0.01%
54,038
+42,996
3861
$1.29M ﹤0.01%
43,736
-58,131
3862
$1.29M ﹤0.01%
1,886
-1,153
3863
$1.28M ﹤0.01%
32,897
+5,087
3864
$1.28M ﹤0.01%
91,664
+90,166
3865
$1.28M ﹤0.01%
32,379
+3,993
3866
$1.28M ﹤0.01%
98,584
+11,428
3867
$1.28M ﹤0.01%
82,116
+30,988
3868
$1.28M ﹤0.01%
54,250
-9,127
3869
$1.27M ﹤0.01%
18,124
+967
3870
$1.27M ﹤0.01%
186,247
-75,608
3871
$1.27M ﹤0.01%
79,652
-4,056
3872
$1.26M ﹤0.01%
92,006
+14,645
3873
$1.26M ﹤0.01%
159,985
-26,030
3874
$1.26M ﹤0.01%
67,938
+45,775
3875
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