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
4576
$490K ﹤0.01%
25,508
-5,668
4577
$490K ﹤0.01%
37,867
-21,470
4578
$489K ﹤0.01%
143,974
+70,311
4579
$489K ﹤0.01%
170,953
-106,247
4580
$488K ﹤0.01%
+890
4581
$488K ﹤0.01%
98,573
-18,106
4582
$488K ﹤0.01%
35,071
-1,065
4583
$486K ﹤0.01%
14,676
-22,561
4584
$486K ﹤0.01%
32,746
+3,708
4585
$485K ﹤0.01%
33,525
-14,545
4586
$485K ﹤0.01%
1,244
-3,459
4587
$485K ﹤0.01%
5,031
-1,953
4588
$484K ﹤0.01%
16,073
-14,135
4589
$483K ﹤0.01%
20,200
-41,321
4590
$483K ﹤0.01%
211,170
-72,244
4591
$482K ﹤0.01%
45,375
-8,333
4592
$481K ﹤0.01%
50,898
-87,168
4593
$481K ﹤0.01%
18,144
-5,814
4594
$481K ﹤0.01%
27,748
-8,240
4595
$480K ﹤0.01%
185,498
-106,595
4596
$480K ﹤0.01%
32,156
+6,292
4597
$480K ﹤0.01%
79,949
-423
4598
$478K ﹤0.01%
9,359
+780
4599
$478K ﹤0.01%
18,667
+174
4600
$477K ﹤0.01%
35,555
-2,754
182 183
184
185 186