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
3976
$1.1M ﹤0.01%
44,229
-28,388
3977
$1.1M ﹤0.01%
45,360
-12,664
3978
$1.1M ﹤0.01%
30,810
+2,952
3979
$1.1M ﹤0.01%
101,372
-6,449
3980
$1.1M ﹤0.01%
49,874
-65,109
3981
$1.1M ﹤0.01%
50,669
-20,104
3982
$1.09M ﹤0.01%
102,429
+5,187
3983
$1.09M ﹤0.01%
45,154
-52,605
3984
$1.09M ﹤0.01%
93,284
+86,961
3985
$1.09M ﹤0.01%
112,302
+8,800
3986
$1.09M ﹤0.01%
16,473
-15,083
3987
$1.09M ﹤0.01%
33,991
+155
3988
$1.09M ﹤0.01%
83,549
-53,914
3989
$1.09M ﹤0.01%
34,695
+5,325
3990
$1.08M ﹤0.01%
6,767
-1,726
3991
$1.08M ﹤0.01%
9,353
-346
3992
$1.08M ﹤0.01%
69,742
+190
3993
$1.08M ﹤0.01%
65,412
+993
3994
$1.08M ﹤0.01%
25,307
-702
3995
$1.08M ﹤0.01%
31,464
+4,612
3996
$1.08M ﹤0.01%
303,214
-73,116
3997
$1.07M ﹤0.01%
99,753
-25,366
3998
$1.07M ﹤0.01%
66,480
-157,441
3999
$1.07M ﹤0.01%
153,334
+40,399
4000
$1.07M ﹤0.01%
17,438
-34
158 159
160
161 162