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
4551
$511K ﹤0.01%
9,875
-3,001
4552
$511K ﹤0.01%
82,305
-5,987
4553
$510K ﹤0.01%
38,817
-1,744
4554
$509K ﹤0.01%
+28,430
4555
$509K ﹤0.01%
8,365
-2,053
4556
$508K ﹤0.01%
641,950
+605,314
4557
$508K ﹤0.01%
32,688
+3,602
4558
$507K ﹤0.01%
365,150
-12,006
4559
$506K ﹤0.01%
74,658
-3,048
4560
$504K ﹤0.01%
46,378
-104,956
4561
$504K ﹤0.01%
20,509
+19,104
4562
$504K ﹤0.01%
134,079
-32,807
4563
$503K ﹤0.01%
20,502
+538
4564
$502K ﹤0.01%
11,443
+8,074
4565
$502K ﹤0.01%
19,157
+14,070
4566
$501K ﹤0.01%
21,242
+3,704
4567
$500K ﹤0.01%
139,257
-68,420
4568
$499K ﹤0.01%
26,333
-154,037
4569
$498K ﹤0.01%
21,134
+12,407
4570
$496K ﹤0.01%
26,762
+13,397
4571
$496K ﹤0.01%
15,852
-19,997
4572
$493K ﹤0.01%
16,811
-17,925
4573
$492K ﹤0.01%
27,590
-1,740
4574
$492K ﹤0.01%
24,787
-122,337
4575
$491K ﹤0.01%
24,971
-12,296
181 182
183
184 185