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
5001
$247K ﹤0.01%
49,178
-131,357
5002
$247K ﹤0.01%
25,840
+13,044
5003
$247K ﹤0.01%
12,498
+1,697
5004
$246K ﹤0.01%
23,599
-68,287
5005
$246K ﹤0.01%
5,939
-3,070
5006
$246K ﹤0.01%
15,191
-1,214
5007
$246K ﹤0.01%
18,262
-79,321
5008
– –
0
5009
$244K ﹤0.01%
4,075
-8,188
5010
$243K ﹤0.01%
+5,679
5011
$243K ﹤0.01%
620
-323
5012
$243K ﹤0.01%
6,796
+6,666
5013
$243K ﹤0.01%
46,830
+43,082
5014
$243K ﹤0.01%
22,830
-538
5015
$243K ﹤0.01%
18,551
+561
5016
$242K ﹤0.01%
25,806
+18,824
5017
$242K ﹤0.01%
18,781
+345
5018
$242K ﹤0.01%
111,533
-11,823
5019
$242K ﹤0.01%
12,303
-24,778
5020
$242K ﹤0.01%
8,902
-675
5021
$242K ﹤0.01%
12,034
-3
5022
$241K ﹤0.01%
47,602
+4,166
5023
$241K ﹤0.01%
36,510
-1,948
5024
$240K ﹤0.01%
23,103
-7,606
5025
$239K ﹤0.01%
22,811
+21,334
199 200
201
202 203