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
5051
$225K ﹤0.01%
9,526
-8,571
5052
$225K ﹤0.01%
18,361
+3,047
5053
$224K ﹤0.01%
72,525
-18,764
5054
$223K ﹤0.01%
8,003
+1,810
5055
$223K ﹤0.01%
85,243
-2,016
5056
$223K ﹤0.01%
2,977
-13,364
5057
$223K ﹤0.01%
13,232
-19,227
5058
$222K ﹤0.01%
25,063
-300
5059
$221K ﹤0.01%
+7,900
5060
$221K ﹤0.01%
15,327
+4,857
5061
$221K ﹤0.01%
632
-2,173
5062
$220K ﹤0.01%
11,569
+2,803
5063
$220K ﹤0.01%
18,200
-980
5064
$220K ﹤0.01%
19,172
+5,884
5065
$220K ﹤0.01%
14,523
+11,305
5066
$219K ﹤0.01%
6,564
-1,246
5067
$219K ﹤0.01%
1,176
+577
5068
$219K ﹤0.01%
9,211
-10,705
5069
$218K ﹤0.01%
32,899
-104,772
5070
$218K ﹤0.01%
15,711
-3,050
5071
$217K ﹤0.01%
4,497
+3,832
5072
$217K ﹤0.01%
4,087
-39,627
5073
$217K ﹤0.01%
66,438
-33,206
5074
$217K ﹤0.01%
4,184
5075
$217K ﹤0.01%
13,223
-1,339
201 202
203
204 205