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
3926
$1.17M ﹤0.01%
96,512
-106,668
3927
$1.17M ﹤0.01%
26,764
-3,178
3928
$1.17M ﹤0.01%
55,238
+47,127
3929
$1.17M ﹤0.01%
32,432
+17,083
3930
$1.16M ﹤0.01%
22,978
-2,848
3931
$1.16M ﹤0.01%
42,989
-14,214
3932
$1.16M ﹤0.01%
74,927
+4,755
3933
$1.16M ﹤0.01%
58,302
-1,890
3934
$1.16M ﹤0.01%
119,433
-27,142
3935
$1.16M ﹤0.01%
12,118
-3,873
3936
$1.16M ﹤0.01%
57,044
-103,585
3937
$1.16M ﹤0.01%
153,533
-69,807
3938
$1.16M ﹤0.01%
30,921
-24,684
3939
$1.15M ﹤0.01%
44,867
+2,168
3940
$1.15M ﹤0.01%
125,288
-6,000
3941
$1.15M ﹤0.01%
192,225
+12,265
3942
$1.15M ﹤0.01%
22,611
-30,651
3943
$1.15M ﹤0.01%
416,312
+84,085
3944
$1.14M ﹤0.01%
444,873
-976,060
3945
$1.14M ﹤0.01%
3,063
+1,331
3946
$1.14M ﹤0.01%
52,224
-78,457
3947
$1.14M ﹤0.01%
210,592
+100,017
3948
$1.14M ﹤0.01%
191,166
+177,229
3949
$1.14M ﹤0.01%
52,294
-6,034
3950
$1.13M ﹤0.01%
65,166
-8,603
156 157
158
159 160