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
4151
$874K ﹤0.01%
21,400
+17,225
4152
$872K ﹤0.01%
65,008
-19,822
4153
$872K ﹤0.01%
51,037
+41,392
4154
$866K ﹤0.01%
14,230
-2,899
4155
$865K ﹤0.01%
103,062
-166,479
4156
$865K ﹤0.01%
2,417
-3,167
4157
$864K ﹤0.01%
171,467
+32,788
4158
$859K ﹤0.01%
119,913
-581
4159
$859K ﹤0.01%
111,136
+63,685
4160
$858K ﹤0.01%
35,460
+23,370
4161
$856K ﹤0.01%
29,833
+2,022
4162
$855K ﹤0.01%
62,030
+1,475
4163
$855K ﹤0.01%
60,260
-755
4164
$851K ﹤0.01%
172,860
-38,024
4165
$850K ﹤0.01%
154,748
+93,403
4166
$850K ﹤0.01%
33,677
+26,424
4167
$850K ﹤0.01%
47,001
+12,784
4168
$848K ﹤0.01%
13,559
+6,053
4169
$847K ﹤0.01%
47,642
+40,348
4170
$847K ﹤0.01%
54,742
-232
4171
$847K ﹤0.01%
58,159
-2,150
4172
$846K ﹤0.01%
153,050
-61,279
4173
$846K ﹤0.01%
26,853
+4,466
4174
$845K ﹤0.01%
80,665
+10,912
4175
$844K ﹤0.01%
53,146
-80,672
165 166
167
168 169