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
4526
$533K ﹤0.01%
10,660
-706
4527
$532K ﹤0.01%
8,036
+2,051
4528
$531K ﹤0.01%
25,310
+9,611
4529
$531K ﹤0.01%
48,280
+10,467
4530
$530K ﹤0.01%
30,354
-5,168
4531
$530K ﹤0.01%
59,708
+6,210
4532
$528K ﹤0.01%
29,254
+3,974
4533
$527K ﹤0.01%
7,954
-462
4534
$525K ﹤0.01%
41,198
-17,832
4535
$524K ﹤0.01%
17,500
-141,235
4536
$522K ﹤0.01%
22,924
-39,966
4537
$522K ﹤0.01%
45,307
+31,932
4538
$522K ﹤0.01%
26,378
-10,562
4539
$521K ﹤0.01%
91,144
+1,471
4540
$521K ﹤0.01%
28,142
-20,923
4541
$520K ﹤0.01%
10,622
+5,954
4542
$519K ﹤0.01%
13,786
-12,137
4543
$518K ﹤0.01%
116,990
-44,789
4544
$518K ﹤0.01%
21,406
-136,547
4545
$517K ﹤0.01%
+23,632
4546
$515K ﹤0.01%
32,307
+29,307
4547
$514K ﹤0.01%
3,277
-315
4548
$512K ﹤0.01%
20,895
-13,055
4549
$512K ﹤0.01%
12,552
-6,940
4550
$512K ﹤0.01%
27,460
-12,702
180 181
182
183 184