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
5251
$150K ﹤0.01%
8,593
-31,015
5252
$149K ﹤0.01%
27,210
-105,947
5253
$149K ﹤0.01%
5,197
-3,664
5254
$149K ﹤0.01%
11,000
-3,204
5255
$149K ﹤0.01%
12,200
+4,147
5256
$149K ﹤0.01%
5,310
+1,036
5257
$148K ﹤0.01%
63,083
+3,014
5258
$148K ﹤0.01%
12,963
+6,708
5259
$148K ﹤0.01%
3,410
5260
$147K ﹤0.01%
3,457
-1,597
5261
$147K ﹤0.01%
6,289
-143,798
5262
$147K ﹤0.01%
6,493
-11,552
5263
$147K ﹤0.01%
9,446
5264
$147K ﹤0.01%
3,833
+272
5265
$146K ﹤0.01%
26
+16
5266
$146K ﹤0.01%
7,047
+506
5267
$146K ﹤0.01%
7,212
-19,124
5268
$145K ﹤0.01%
17,052
-72,389
5269
$145K ﹤0.01%
14,163
-54,787
5270
$145K ﹤0.01%
2,626
+1,344
5271
$144K ﹤0.01%
41,251
-998
5272
$144K ﹤0.01%
5,590
-636
5273
– –
0
5274
$144K ﹤0.01%
4,934
+4,924
5275
$144K ﹤0.01%
9,693
+9,136
209 210
211
212 213