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
4026
$1.04M ﹤0.01%
79,924
-4,283
4027
$1.04M ﹤0.01%
80,156
-55,400
4028
$1.03M ﹤0.01%
43,542
-9,820
4029
$1.03M ﹤0.01%
30,036
-3,926
4030
$1.03M ﹤0.01%
61,193
-8,150
4031
$1.03M ﹤0.01%
163,174
-1,622,762
4032
$1.03M ﹤0.01%
78,488
-5,834
4033
$1.02M ﹤0.01%
35,362
-76,608
4034
$1.02M ﹤0.01%
39,497
-19,089
4035
$1.02M ﹤0.01%
53,770
+20,206
4036
$1.02M ﹤0.01%
28,756
-5,380
4037
$1.02M ﹤0.01%
135,170
+112,882
4038
$1.01M ﹤0.01%
46,370
+4,799
4039
$1.01M ﹤0.01%
35,294
+25,480
4040
$1.01M ﹤0.01%
58,678
-159,437
4041
$1.01M ﹤0.01%
84,249
-13,325
4042
$1.01M ﹤0.01%
19,378
+7,934
4043
$1M ﹤0.01%
7,202
+2,551
4044
$1M ﹤0.01%
44,084
+11,123
4045
$1M ﹤0.01%
49,242
-26,251
4046
$1M ﹤0.01%
46,800
+1,536
4047
$997K ﹤0.01%
44,829
-901
4048
$997K ﹤0.01%
69,746
-54,873
4049
$996K ﹤0.01%
972
-644
4050
$992K ﹤0.01%
133,958
+14,880
160 161
162
163 164