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
5326
$128K ﹤0.01%
15,411
-1,921
5327
$128K ﹤0.01%
+243,190
5328
$127K ﹤0.01%
4,049
+429
5329
$127K ﹤0.01%
16,718
+7,400
5330
$127K ﹤0.01%
15,435
+975
5331
$127K ﹤0.01%
69,844
5332
$127K ﹤0.01%
7,047
-145
5333
$126K ﹤0.01%
1,701
+290
5334
$126K ﹤0.01%
1,672
+105
5335
$126K ﹤0.01%
7,101
-1,128
5336
$126K ﹤0.01%
132,363
-429,789
5337
$126K ﹤0.01%
204,204
-85,712
5338
$125K ﹤0.01%
6,932
-47,882
5339
$125K ﹤0.01%
3,472
-1,934
5340
$125K ﹤0.01%
3,942
-1,401
5341
$125K ﹤0.01%
35,981
-1,396
5342
$124K ﹤0.01%
6,853
+3,445
5343
$124K ﹤0.01%
19,500
-146,394
5344
$124K ﹤0.01%
4,482
-4,694
5345
$123K ﹤0.01%
2,199
+1,975
5346
$123K ﹤0.01%
10,206
+750
5347
$123K ﹤0.01%
9,781
+2,160
5348
$122K ﹤0.01%
9,326
+1,233
5349
$122K ﹤0.01%
23,581
-1,899
5350
$121K ﹤0.01%
15,605
+4,999
212 213
214
215 216