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
4326
$688K ﹤0.01%
28,120
+4,666
4327
$687K ﹤0.01%
18,997
-2,846
4328
$686K ﹤0.01%
12,835
-36,259
4329
$685K ﹤0.01%
29,214
+24,968
4330
$684K ﹤0.01%
67,926
+1,909
4331
$684K ﹤0.01%
105,255
-14,063
4332
$684K ﹤0.01%
297,816
+82,222
4333
$683K ﹤0.01%
13,991
-58,170
4334
$683K ﹤0.01%
83,876
+8,848
4335
$679K ﹤0.01%
278,350
+158,081
4336
$678K ﹤0.01%
29,146
+6,435
4337
$678K ﹤0.01%
8,903
-39,504
4338
$677K ﹤0.01%
84,667
+2,202
4339
$677K ﹤0.01%
17,517
-1,003
4340
$676K ﹤0.01%
25,144
-15,366
4341
$675K ﹤0.01%
30,963
-19,908
4342
$675K ﹤0.01%
2,636
-1,923
4343
$674K ﹤0.01%
34,633
-17,655
4344
$674K ﹤0.01%
13,088
+3,613
4345
$674K ﹤0.01%
28,488
+20,283
4346
$673K ﹤0.01%
22,883
-258
4347
$673K ﹤0.01%
7,869
+874
4348
$673K ﹤0.01%
92,081
+48,732
4349
$672K ﹤0.01%
26,851
+10,670
4350
$671K ﹤0.01%
7,591
-12,883
172 173
174
175 176