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
4351
$670K ﹤0.01%
24,182
-73,808
4352
$670K ﹤0.01%
23,810
-2,720
4353
$670K ﹤0.01%
48,004
+41,840
4354
$668K ﹤0.01%
72,883
-49,736
4355
$668K ﹤0.01%
13,595
+10,745
4356
$667K ﹤0.01%
38,935
-5,130
4357
$667K ﹤0.01%
192,062
+55,478
4358
$666K ﹤0.01%
14,082
+3,996
4359
$666K ﹤0.01%
128,573
+64,734
4360
$666K ﹤0.01%
25,989
+10,355
4361
$665K ﹤0.01%
38,082
+8,801
4362
$665K ﹤0.01%
16,745
+2,083
4363
$665K ﹤0.01%
35,985
+23,996
4364
$665K ﹤0.01%
37,636
+6,519
4365
$664K ﹤0.01%
39,947
+23
4366
$663K ﹤0.01%
23,294
+229
4367
$663K ﹤0.01%
21,910
-10,860
4368
$662K ﹤0.01%
34,059
+25
4369
$662K ﹤0.01%
27,656
+9,469
4370
$660K ﹤0.01%
12,266
-2,844
4371
$657K ﹤0.01%
21,030
+8,958
4372
$656K ﹤0.01%
14,004
-246
4373
$656K ﹤0.01%
16,163
-29,641
4374
$655K ﹤0.01%
16,351
+951
4375
$654K ﹤0.01%
32,589
-5,014
173 174
175
176 177