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
5351
$121K ﹤0.01%
14,688
-7,817
5352
$121K ﹤0.01%
5,082
+3,483
5353
$121K ﹤0.01%
6,644
-1,988
5354
$120K ﹤0.01%
71
-178
5355
$120K ﹤0.01%
55,119
-78,008
5356
$120K ﹤0.01%
5,201
+3,876
5357
$119K ﹤0.01%
12,762
-337
5358
$119K ﹤0.01%
36,332
+1,342
5359
$119K ﹤0.01%
57,270
-1
5360
$119K ﹤0.01%
190,265
-33,228
5361
$118K ﹤0.01%
2
5362
$118K ﹤0.01%
50,317
-47,085
5363
$118K ﹤0.01%
+64,875
5364
$118K ﹤0.01%
63,976
-477,327
5365
$118K ﹤0.01%
6,541
5366
$117K ﹤0.01%
15,790
+8,572
5367
$117K ﹤0.01%
6,543
-528
5368
$117K ﹤0.01%
514
-276
5369
$117K ﹤0.01%
4,487
+2,258
5370
$117K ﹤0.01%
78,893
-269,964
5371
$116K ﹤0.01%
3,927
+145
5372
$116K ﹤0.01%
12,006
-13,080
5373
$116K ﹤0.01%
19,805
+18,595
5374
$116K ﹤0.01%
24,115
+6,638
5375
$116K ﹤0.01%
5,505
213 214
215
216 217