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
5026
$239K ﹤0.01%
76,400
+59,100
5027
$238K ﹤0.01%
9,032
-10,881
5028
$237K ﹤0.01%
32,626
-309
5029
$237K ﹤0.01%
31,044
+6,932
5030
$237K ﹤0.01%
4,651
+4,619
5031
$237K ﹤0.01%
26,503
-131
5032
$236K ﹤0.01%
2,093
-3,948
5033
$235K ﹤0.01%
64,392
-28,954
5034
$235K ﹤0.01%
24
+1
5035
$234K ﹤0.01%
37,883
+8,585
5036
$231K ﹤0.01%
18,456
-3,441
5037
$231K ﹤0.01%
15,723
-5
5038
$229K ﹤0.01%
3,347
+650
5039
$229K ﹤0.01%
7,281
-4,793
5040
$229K ﹤0.01%
59,130
+1,820
5041
$229K ﹤0.01%
25,621
-17,104
5042
$229K ﹤0.01%
52,353
+12,692
5043
$228K ﹤0.01%
33,748
-6,457
5044
$228K ﹤0.01%
7,625
5045
$228K ﹤0.01%
35,772
-12,599
5046
$228K ﹤0.01%
42,388
-114,483
5047
$227K ﹤0.01%
35,876
-70,300
5048
$227K ﹤0.01%
30,019
-3,100
5049
$227K ﹤0.01%
8,486
-15,121
5050
$225K ﹤0.01%
4,560
200 201
202
203 204