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
3876
$1.25M ﹤0.01%
75,544
-7,191
3877
$1.25M ﹤0.01%
35,570
+10,339
3878
$1.25M ﹤0.01%
95,389
+95,386
3879
$1.25M ﹤0.01%
76,110
-10,615
3880
$1.24M ﹤0.01%
111,293
+6,471
3881
$1.24M ﹤0.01%
24,971
+6,310
3882
$1.24M ﹤0.01%
66,940
-10,913
3883
$1.24M ﹤0.01%
202,216
+134,704
3884
$1.24M ﹤0.01%
226,660
+99,502
3885
$1.23M ﹤0.01%
32,267
-290
3886
$1.23M ﹤0.01%
195,877
-459,929
3887
$1.23M ﹤0.01%
14,964
-43,119
3888
$1.23M ﹤0.01%
48,965
-6,645
3889
$1.22M ﹤0.01%
81,815
+55,655
3890
$1.22M ﹤0.01%
43,140
-23,308
3891
$1.22M ﹤0.01%
151,155
+1,654
3892
$1.22M ﹤0.01%
18,174
+629
3893
$1.22M ﹤0.01%
79,852
-9,407
3894
$1.22M ﹤0.01%
304,245
-46,019
3895
$1.22M ﹤0.01%
47,548
-37,581
3896
$1.22M ﹤0.01%
38,748
+5,551
3897
$1.22M ﹤0.01%
47,422
-34,635
3898
$1.22M ﹤0.01%
193,475
+23,738
3899
$1.21M ﹤0.01%
47,811
+7,282
3900
$1.21M ﹤0.01%
18,180
-17,071
154 155
156
157 158