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
4701
$405K ﹤0.01%
2,550
+149
4702
$403K ﹤0.01%
29,057
+8,960
4703
$403K ﹤0.01%
564
-673
4704
$403K ﹤0.01%
26,565
-371,142
4705
$401K ﹤0.01%
11,512
+9,243
4706
$400K ﹤0.01%
49,035
+2,204
4707
$400K ﹤0.01%
34,656
-9,743
4708
$400K ﹤0.01%
14,896
-1,936
4709
$400K ﹤0.01%
1,282
+929
4710
$400K ﹤0.01%
24,576
-1,307
4711
$398K ﹤0.01%
124,316
+86,400
4712
$397K ﹤0.01%
11,665
+1,600
4713
$395K ﹤0.01%
+14,844
4714
$394K ﹤0.01%
23,138
-3,559
4715
$394K ﹤0.01%
4,836
+2,326
4716
$392K ﹤0.01%
10,568
-138,944
4717
$392K ﹤0.01%
16,024
+6,536
4718
$391K ﹤0.01%
3,883
+416
4719
$390K ﹤0.01%
12,935
+7,655
4720
$389K ﹤0.01%
80,031
-284,419
4721
$388K ﹤0.01%
910
-520
4722
$388K ﹤0.01%
48,398
+452
4723
$388K ﹤0.01%
19,918
-5,087
4724
$386K ﹤0.01%
23,143
+6,338
4725
$385K ﹤0.01%
48,829
+26,333
187 188
189
190 191