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
3951
$1.13M ﹤0.01%
78,453
-101,784
3952
$1.13M ﹤0.01%
69,038
+1,087
3953
$1.13M ﹤0.01%
192,685
+70,550
3954
$1.13M ﹤0.01%
17,599
-795
3955
$1.13M ﹤0.01%
29,658
-37,325
3956
$1.13M ﹤0.01%
19,527
+8,200
3957
$1.13M ﹤0.01%
62,580
+8,052
3958
$1.13M ﹤0.01%
54,842
-37,787
3959
$1.13M ﹤0.01%
206,390
-39,934
3960
$1.12M ﹤0.01%
170,354
-371,545
3961
$1.12M ﹤0.01%
108,415
-139,714
3962
$1.12M ﹤0.01%
80,757
+1,279
3963
$1.12M ﹤0.01%
39,363
+29,933
3964
$1.12M ﹤0.01%
75,132
+6,437
3965
$1.12M ﹤0.01%
150,732
+58,259
3966
$1.12M ﹤0.01%
79,808
-194,745
3967
$1.11M ﹤0.01%
33,762
+3,441
3968
$1.11M ﹤0.01%
48,155
+5,979
3969
$1.11M ﹤0.01%
138,267
-59,651
3970
$1.11M ﹤0.01%
183,160
-378,901
3971
$1.11M ﹤0.01%
42,567
+7,130
3972
$1.11M ﹤0.01%
52,418
-841
3973
$1.11M ﹤0.01%
133,110
+109,112
3974
$1.1M ﹤0.01%
13,833
-110,965
3975
$1.1M ﹤0.01%
58,287
+17,648
157 158
159
160 161