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
4876
$302K ﹤0.01%
5,890
+642
4877
$302K ﹤0.01%
21,823
-44,277
4878
$302K ﹤0.01%
38,249
-24,733
4879
$301K ﹤0.01%
15,935
-53
4880
$300K ﹤0.01%
11,107
+949
4881
$300K ﹤0.01%
27,408
+17,456
4882
$299K ﹤0.01%
+8,322
4883
$299K ﹤0.01%
21,211
+232
4884
$298K ﹤0.01%
11,741
-65,259
4885
$298K ﹤0.01%
12,086
-3,666
4886
$298K ﹤0.01%
30,304
+6,990
4887
$298K ﹤0.01%
35,146
+1,504
4888
$298K ﹤0.01%
12,088
-7,274
4889
$298K ﹤0.01%
14,919
-1,154
4890
$296K ﹤0.01%
8,934
+6,135
4891
$296K ﹤0.01%
24,807
-13,615
4892
$296K ﹤0.01%
12,902
-28,899
4893
$296K ﹤0.01%
8,053
+54
4894
$295K ﹤0.01%
3,929
+608
4895
$295K ﹤0.01%
14,970
-1,255
4896
$295K ﹤0.01%
6,619
-3,258
4897
$295K ﹤0.01%
296
+50
4898
$295K ﹤0.01%
53,426
-16,028
4899
$295K ﹤0.01%
11,734
+8,355
4900
$295K ﹤0.01%
25,389
-22,272
194 195
196
197 198