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
4476
$574K ﹤0.01%
13,156
-3,077
4477
$572K ﹤0.01%
233,536
-813,674
4478
$571K ﹤0.01%
12,224
+7,430
4479
$570K ﹤0.01%
46,766
+21,332
4480
$570K ﹤0.01%
12,017
-3,154
4481
$570K ﹤0.01%
34,927
-14,798
4482
$569K ﹤0.01%
39,922
+14,424
4483
$569K ﹤0.01%
44,327
+30,331
4484
$568K ﹤0.01%
7,417
+366
4485
$568K ﹤0.01%
61,127
-10,415
4486
$567K ﹤0.01%
13,233
+680
4487
$567K ﹤0.01%
4,035
+3,499
4488
$567K ﹤0.01%
18,360
+4,544
4489
$565K ﹤0.01%
3,098
+714
4490
$564K ﹤0.01%
11,401
+10,916
4491
$562K ﹤0.01%
37,521
-15,570
4492
$559K ﹤0.01%
16,770
+2,852
4493
$559K ﹤0.01%
50,197
+24,051
4494
$558K ﹤0.01%
11,096
-11,829
4495
$558K ﹤0.01%
15,465
-17,039
4496
$556K ﹤0.01%
168,111
+112,885
4497
$555K ﹤0.01%
43,628
-5,343
4498
$554K ﹤0.01%
24,128
-6,215
4499
$552K ﹤0.01%
36,714
-5,700
4500
$551K ﹤0.01%
8,458
+127
178 179
180
181 182