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
5276
$143K ﹤0.01%
4,345
+2,045
5277
$143K ﹤0.01%
3,450
+1,985
5278
$143K ﹤0.01%
+20
5279
$143K ﹤0.01%
9,655
-500
5280
$143K ﹤0.01%
11,500
+2,475
5281
$142K ﹤0.01%
14,127
+1,553
5282
$142K ﹤0.01%
3,509
-2
5283
$141K ﹤0.01%
13,841
+12,541
5284
$141K ﹤0.01%
5,088
-1,248
5285
$141K ﹤0.01%
44,883
-575
5286
$141K ﹤0.01%
11,167
-3,182
5287
$141K ﹤0.01%
36,595
-36,094
5288
$141K ﹤0.01%
5,311
+1,837
5289
$141K ﹤0.01%
9,364
-74,076
5290
$140K ﹤0.01%
+634
5291
$140K ﹤0.01%
13,959
-13,061
5292
$140K ﹤0.01%
9,765
-979,068
5293
$140K ﹤0.01%
11,572
-9,719
5294
$140K ﹤0.01%
4,815
5295
$139K ﹤0.01%
12,491
+509
5296
$139K ﹤0.01%
14,919
-920
5297
$138K ﹤0.01%
8,130
+7,749
5298
$138K ﹤0.01%
3,815
-20
5299
$138K ﹤0.01%
7,595
+761
5300
$137K ﹤0.01%
4,610
+59
210 211
212
213 214