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
5076
$216K ﹤0.01%
550
-10,976
5077
$215K ﹤0.01%
4,780
-82,148
5078
$215K ﹤0.01%
9,551
-6,818
5079
$214K ﹤0.01%
6,771
+1,721
5080
$214K ﹤0.01%
11,225
+312
5081
$213K ﹤0.01%
15,367
+2,491
5082
$213K ﹤0.01%
5,462
-3,801
5083
$212K ﹤0.01%
1,922
-483
5084
$211K ﹤0.01%
4,107
-2,715
5085
$211K ﹤0.01%
17,728
-529
5086
$211K ﹤0.01%
12,830
+371
5087
$210K ﹤0.01%
20,688
-35,922
5088
$210K ﹤0.01%
+10,000
5089
$210K ﹤0.01%
15,076
+7
5090
$209K ﹤0.01%
15,510
-600
5091
$209K ﹤0.01%
12,913
-25,525
5092
$209K ﹤0.01%
13,191
+3,717
5093
$208K ﹤0.01%
22,465
+8,077
5094
$208K ﹤0.01%
12,837
+2,580
5095
$207K ﹤0.01%
11,951
-163,752
5096
$207K ﹤0.01%
25,804
-7,307
5097
$206K ﹤0.01%
187,921
-2,760
5098
$206K ﹤0.01%
22,604
+2,059
5099
$204K ﹤0.01%
4,735
-266
5100
$204K ﹤0.01%
13,697
+11,797
202 203
204
205 206