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
4851
$320K ﹤0.01%
32,255
+32,239
4852
$316K ﹤0.01%
22
-26
4853
$316K ﹤0.01%
18,225
-16,160
4854
$316K ﹤0.01%
25,565
+3,450
4855
$315K ﹤0.01%
10,939
+2,733
4856
$314K ﹤0.01%
16,613
+225
4857
$313K ﹤0.01%
4,936
-277
4858
$313K ﹤0.01%
11,536
-6,365
4859
$312K ﹤0.01%
9,954
-2,660
4860
$311K ﹤0.01%
8,352
+3,061
4861
$310K ﹤0.01%
22,376
+10,323
4862
$309K ﹤0.01%
12,041
-8,368
4863
$309K ﹤0.01%
16,922
-5,674
4864
$308K ﹤0.01%
117,371
-2,056
4865
$307K ﹤0.01%
+6,135
4866
$307K ﹤0.01%
6,112
+1,004
4867
$306K ﹤0.01%
110,153
-5,984
4868
$306K ﹤0.01%
12,199
-2,347
4869
$306K ﹤0.01%
14,197
+246
4870
$306K ﹤0.01%
22,289
-37,989
4871
$305K ﹤0.01%
43,066
-216,707
4872
$305K ﹤0.01%
9,602
-2,974
4873
$305K ﹤0.01%
21,860
+2,992
4874
$303K ﹤0.01%
22,440
-1,124
4875
$303K ﹤0.01%
8,152
+4,314
193 194
195
196 197