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
5126
$195K ﹤0.01%
52,896
+52,858
5127
$194K ﹤0.01%
13,423
+1,428
5128
$194K ﹤0.01%
3,427
-4,067
5129
$194K ﹤0.01%
25,781
+2,955
5130
$194K ﹤0.01%
+1,409
5131
$194K ﹤0.01%
+8,009
5132
$193K ﹤0.01%
48,578
-56,183
5133
$192K ﹤0.01%
14,558
+14,526
5134
$191K ﹤0.01%
13,053
+10,886
5135
$191K ﹤0.01%
15,888
-2,400
5136
$191K ﹤0.01%
10,000
5137
$190K ﹤0.01%
+7,240
5138
$190K ﹤0.01%
8,950
+3,845
5139
$189K ﹤0.01%
28,903
-35,857
5140
$189K ﹤0.01%
30,686
-7,517
5141
$189K ﹤0.01%
3,730
-2,468
5142
$188K ﹤0.01%
9,805
+2,315
5143
$188K ﹤0.01%
9,606
+1,376
5144
$188K ﹤0.01%
12,406
-7,351
5145
$188K ﹤0.01%
42,124
+26,395
5146
$188K ﹤0.01%
5,060
+4,410
5147
$187K ﹤0.01%
4,449
-1,061
5148
$187K ﹤0.01%
141,440
+86,440
5149
$187K ﹤0.01%
4,432
+3,117
5150
$187K ﹤0.01%
22,768
-35
204 205
206
207 208