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
4776
$361K ﹤0.01%
33,959
-167,972
4777
$361K ﹤0.01%
63,164
-98,648
4778
$360K ﹤0.01%
23,224
+2,824
4779
$360K ﹤0.01%
7,258
+1,866
4780
$360K ﹤0.01%
28,972
-394,791
4781
$359K ﹤0.01%
14,156
+10,981
4782
$358K ﹤0.01%
52,655
+9,301
4783
$357K ﹤0.01%
122,662
-47,734
4784
$355K ﹤0.01%
29,219
-2,183
4785
$355K ﹤0.01%
27,691
+12,473
4786
$353K ﹤0.01%
20,165
-576
4787
$353K ﹤0.01%
7,094
-15,000
4788
$353K ﹤0.01%
69,129
-27,383
4789
$353K ﹤0.01%
50,633
-105,462
4790
$353K ﹤0.01%
395,593
+20,830
4791
$353K ﹤0.01%
276,213
+66,766
4792
$352K ﹤0.01%
22,849
-12,715
4793
$351K ﹤0.01%
14,220
+10,882
4794
$350K ﹤0.01%
47,821
-83,169
4795
$349K ﹤0.01%
24,960
+1,240
4796
$347K ﹤0.01%
45,357
-1,113
4797
$346K ﹤0.01%
6,550
+161
4798
$346K ﹤0.01%
15,459
-32,522
4799
$346K ﹤0.01%
20,684
+553
4800
$346K ﹤0.01%
+56,171
190 191
192
193 194