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
5201
$165K ﹤0.01%
19,899
5202
$164K ﹤0.01%
3,670
+157
5203
$164K ﹤0.01%
+13,509
5204
$164K ﹤0.01%
11,722
+11,030
5205
$164K ﹤0.01%
1,175
-4,193
5206
$164K ﹤0.01%
11,405
+42
5207
$163K ﹤0.01%
10,633
+7,555
5208
$163K ﹤0.01%
203
-872
5209
$163K ﹤0.01%
3,552
-4,739
5210
$163K ﹤0.01%
20,400
+20,269
5211
$162K ﹤0.01%
51,270
+780
5212
$162K ﹤0.01%
1,300
5213
$162K ﹤0.01%
7,716
-84,454
5214
$162K ﹤0.01%
6,339
-60,629
5215
$161K ﹤0.01%
9,673
-10,381
5216
$161K ﹤0.01%
5,023
5217
$161K ﹤0.01%
+7,408
5218
$160K ﹤0.01%
9,111
-2,111
5219
$160K ﹤0.01%
23,794
+1,488
5220
$159K ﹤0.01%
6,014
-11,022
5221
$159K ﹤0.01%
2,600
5222
$159K ﹤0.01%
1,443
+462
5223
$158K ﹤0.01%
860
-2
5224
$158K ﹤0.01%
48,527
-227,020
5225
$157K ﹤0.01%
10,935
+8,314
207 208
209
210 211