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
4401
$632K ﹤0.01%
+47,937
4402
$631K ﹤0.01%
16,426
-614
4403
$631K ﹤0.01%
2,418
-446
4404
$630K ﹤0.01%
13,088
-5,029
4405
$628K ﹤0.01%
19,289
-82,087
4406
$626K ﹤0.01%
14,285
+2,536
4407
$624K ﹤0.01%
31,520
-191,010
4408
$624K ﹤0.01%
43,507
+1,366
4409
$623K ﹤0.01%
29,600
+5,836
4410
$623K ﹤0.01%
47,832
-52,095
4411
$622K ﹤0.01%
6,818
+193
4412
$622K ﹤0.01%
21,803
-12,739
4413
$622K ﹤0.01%
31,267
-27,607
4414
$622K ﹤0.01%
44,782
+6,817
4415
$620K ﹤0.01%
55,825
-67,710
4416
$620K ﹤0.01%
37,342
+6,601
4417
$619K ﹤0.01%
25,074
-5,457
4418
$619K ﹤0.01%
132,251
+32,610
4419
$618K ﹤0.01%
24,978
+21,192
4420
$618K ﹤0.01%
21,993
+11,401
4421
$618K ﹤0.01%
46,692
-27,394
4422
$618K ﹤0.01%
79,745
+47,499
4423
$617K ﹤0.01%
99,223
-2,349
4424
$617K ﹤0.01%
47,939
-9,075
4425
$616K ﹤0.01%
36,151
+35,413
175 176
177
178 179