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
4501
$550K ﹤0.01%
36,028
+1,494
4502
$550K ﹤0.01%
6,273
+3,617
4503
$549K ﹤0.01%
4,205
-4,448
4504
$548K ﹤0.01%
21,016
-149,116
4505
$548K ﹤0.01%
19,709
-103,289
4506
$548K ﹤0.01%
5,530
+1,094
4507
– –
0
4508
$546K ﹤0.01%
36,423
+8,225
4509
$546K ﹤0.01%
51,859
+42,947
4510
$544K ﹤0.01%
48,768
-108,984
4511
$544K ﹤0.01%
9,382
-6,032
4512
$544K ﹤0.01%
45,095
-5,516
4513
$543K ﹤0.01%
21,521
-29,285
4514
$543K ﹤0.01%
28,623
+2,401
4515
$542K ﹤0.01%
27,459
+27,292
4516
$542K ﹤0.01%
5,412
-2,922
4517
$542K ﹤0.01%
232
+12
4518
$541K ﹤0.01%
266,498
-240,141
4519
$538K ﹤0.01%
74,464
+5,215
4520
$538K ﹤0.01%
11,139
-23,955
4521
$537K ﹤0.01%
5,906
+2,536
4522
$536K ﹤0.01%
41,685
+13,310
4523
$535K ﹤0.01%
46,085
-4,508
4524
$534K ﹤0.01%
17,601
-30,538
4525
$534K ﹤0.01%
54,364
+1,250
179 180
181
182 183