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
5101
$204K ﹤0.01%
2,489
-48
5102
$204K ﹤0.01%
3,721
-151
5103
$203K ﹤0.01%
29,742
-14,180
5104
$203K ﹤0.01%
82,142
-86,841
5105
$202K ﹤0.01%
7
5106
$202K ﹤0.01%
14,413
-64,706
5107
$202K ﹤0.01%
14,187
-555
5108
$202K ﹤0.01%
8,858
-916
5109
$201K ﹤0.01%
1,647
-839
5110
$201K ﹤0.01%
2,789
+1,848
5111
$201K ﹤0.01%
5,238
+4,293
5112
$200K ﹤0.01%
27,247
-4,959
5113
$200K ﹤0.01%
6,478
-3,353
5114
$199K ﹤0.01%
6,329
+6,296
5115
$199K ﹤0.01%
11,779
-482
5116
$198K ﹤0.01%
5,200
+2,878
5117
$198K ﹤0.01%
4,242
+4,042
5118
$198K ﹤0.01%
10,280
-12,158
5119
$197K ﹤0.01%
14,916
-6,650
5120
$197K ﹤0.01%
9,695
-21,024
5121
$197K ﹤0.01%
27,594
-104,496
5122
$197K ﹤0.01%
11,051
+20
5123
$196K ﹤0.01%
25,892
+19,458
5124
$196K ﹤0.01%
28,160
-53,045
5125
$195K ﹤0.01%
10,115
-15,415
203 204
205
206 207