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
4226
$791K ﹤0.01%
68,208
+22,846
4227
$789K ﹤0.01%
32,462
+1,774
4228
$785K ﹤0.01%
28,661
+3,325
4229
$785K ﹤0.01%
16,967
-9,863
4230
$784K ﹤0.01%
192,930
+128,603
4231
$784K ﹤0.01%
7,403
-2,844
4232
$784K ﹤0.01%
30,747
+16,811
4233
$783K ﹤0.01%
18,642
+3,294
4234
$782K ﹤0.01%
40,564
+14,111
4235
$779K ﹤0.01%
39
+35
4236
$777K ﹤0.01%
16,341
-23,144
4237
$777K ﹤0.01%
3,354
-11,673
4238
$776K ﹤0.01%
25,620
-3,515
4239
$776K ﹤0.01%
41,150
-24,077
4240
$774K ﹤0.01%
52,496
-20,962
4241
$773K ﹤0.01%
48,583
-196,074
4242
$772K ﹤0.01%
32,941
+8,768
4243
$772K ﹤0.01%
55,079
-24,339
4244
$770K ﹤0.01%
66,211
+15,497
4245
$770K ﹤0.01%
9,483
-5,812
4246
$768K ﹤0.01%
152,634
+49,821
4247
$764K ﹤0.01%
55,242
-101,034
4248
$764K ﹤0.01%
5,268
+4,383
4249
$763K ﹤0.01%
20,037
-988
4250
$761K ﹤0.01%
36,656
+1,163
168 169
170
171 172