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
4801
$345K ﹤0.01%
19,843
-4,437
4802
$345K ﹤0.01%
15,186
-6,728
4803
$344K ﹤0.01%
39,424
+23,632
4804
$343K ﹤0.01%
36,829
+7,945
4805
$342K ﹤0.01%
3,205
-1,218
4806
$342K ﹤0.01%
16,916
-11,262
4807
$341K ﹤0.01%
4,000
-4,601
4808
$341K ﹤0.01%
90,355
-284,080
4809
$341K ﹤0.01%
2,446
-948
4810
$341K ﹤0.01%
29,214
-2,198
4811
$341K ﹤0.01%
31,300
+3,745
4812
$340K ﹤0.01%
5,514
-208
4813
$340K ﹤0.01%
12,469
-2,150
4814
$340K ﹤0.01%
13,889
-2,632
4815
$339K ﹤0.01%
8,710
-9,720
4816
$339K ﹤0.01%
25,654
-1,529
4817
$338K ﹤0.01%
16,472
+7,386
4818
$338K ﹤0.01%
18,001
-35,946
4819
$337K ﹤0.01%
36,348
-2,440
4820
$337K ﹤0.01%
14,781
-7,890
4821
$336K ﹤0.01%
8,398
+2,633
4822
$334K ﹤0.01%
8,161
+1,824
4823
$334K ﹤0.01%
16,478
-3,926
4824
$334K ﹤0.01%
39,131
-23,920
4825
$332K ﹤0.01%
29,300
+21,060
191 192
193
194 195