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
4176
$843K ﹤0.01%
64,189
+14,242
4177
$843K ﹤0.01%
639,334
+437,163
4178
$843K ﹤0.01%
38,856
-10,103
4179
$842K ﹤0.01%
21,870
+4,475
4180
$840K ﹤0.01%
13,080
-526
4181
$838K ﹤0.01%
180,573
4182
$838K ﹤0.01%
134,097
-1,331
4183
$836K ﹤0.01%
56,666
+36,797
4184
$831K ﹤0.01%
68,194
+19,515
4185
$830K ﹤0.01%
+116,688
4186
$828K ﹤0.01%
69,695
+61,135
4187
$828K ﹤0.01%
62,211
+3,447
4188
$828K ﹤0.01%
10,747
+309
4189
$826K ﹤0.01%
98,367
-124,901
4190
$825K ﹤0.01%
498
-113
4191
$825K ﹤0.01%
57,766
+14,569
4192
$825K ﹤0.01%
62,655
-16,793
4193
$825K ﹤0.01%
20,527
-4,147
4194
$823K ﹤0.01%
9,432
-573
4195
$821K ﹤0.01%
50,368
-1,506
4196
$821K ﹤0.01%
328,198
-163,837
4197
$821K ﹤0.01%
47,324
+19,432
4198
$820K ﹤0.01%
17,601
-6,010
4199
$819K ﹤0.01%
40,461
-81,483
4200
$819K ﹤0.01%
48,168
+24,553
166 167
168
169 170