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
4626
$460K ﹤0.01%
115,011
-88,143
4627
$459K ﹤0.01%
28,160
+3,003
4628
$459K ﹤0.01%
104,111
+1,839
4629
$457K ﹤0.01%
31,123
+2,157
4630
$457K ﹤0.01%
21,607
-4,108
4631
$457K ﹤0.01%
34,303
+18,743
4632
$457K ﹤0.01%
54,970
+47,324
4633
$456K ﹤0.01%
15,242
+44
4634
$456K ﹤0.01%
224
+170
4635
$456K ﹤0.01%
+45,370
4636
$455K ﹤0.01%
11,948
-107,089
4637
$455K ﹤0.01%
132,611
-202,190
4638
$454K ﹤0.01%
181,669
+18,309
4639
$453K ﹤0.01%
51,347
-224
4640
$452K ﹤0.01%
21,205
-47,829
4641
$452K ﹤0.01%
8,817
-705
4642
$452K ﹤0.01%
2,105
-3,612
4643
$451K ﹤0.01%
37,423
+7,186
4644
$450K ﹤0.01%
31,404
+2,319
4645
$449K ﹤0.01%
14,921
-157
4646
$449K ﹤0.01%
17,413
-10,698
4647
$448K ﹤0.01%
30,574
-9,463
4648
$448K ﹤0.01%
18,483
-30,233
4649
$446K ﹤0.01%
35,465
-28,863
4650
$446K ﹤0.01%
9,386
-223
184 185
186
187 188