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
4726
$385K ﹤0.01%
59,350
+7,761
4727
$385K ﹤0.01%
72,149
+62,693
4728
$385K ﹤0.01%
10,520
-11,823
4729
$383K ﹤0.01%
29,354
+17,800
4730
$382K ﹤0.01%
71,366
-53,191
4731
$382K ﹤0.01%
37,005
+2,531
4732
$381K ﹤0.01%
12,902
+1,405
4733
$380K ﹤0.01%
41,508
-1,088
4734
$379K ﹤0.01%
27,369
-4,382
4735
$378K ﹤0.01%
19,342
-2,180
4736
$378K ﹤0.01%
21,436
-19
4737
$377K ﹤0.01%
14,107
-7,274
4738
$376K ﹤0.01%
11,415
-17,571
4739
$376K ﹤0.01%
22,862
-2,000
4740
$376K ﹤0.01%
34,734
+14,147
4741
$375K ﹤0.01%
25,824
+411
4742
$375K ﹤0.01%
46,494
+10,182
4743
$375K ﹤0.01%
3,944
+3,819
4744
$375K ﹤0.01%
5,103
-4,287
4745
$374K ﹤0.01%
17,041
+5,725
4746
$373K ﹤0.01%
23,315
-5,332
4747
$373K ﹤0.01%
6,232
-23,881
4748
$372K ﹤0.01%
12,753
-2,334
4749
$372K ﹤0.01%
17,524
+4,894
4750
$371K ﹤0.01%
2
-4
188 189
190
191 192