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
5401
$106K ﹤0.01%
3,571
-1,218
5402
$106K ﹤0.01%
57,846
-55,043
5403
$106K ﹤0.01%
105,706
-370,031
5404
$106K ﹤0.01%
9,386
+1,873
5405
$105K ﹤0.01%
12,061
+761
5406
$105K ﹤0.01%
7,111
+1,200
5407
$104K ﹤0.01%
19,000
-58,861
5408
$104K ﹤0.01%
4,622
-24
5409
$104K ﹤0.01%
9,134
-802
5410
$103K ﹤0.01%
5,107
-370
5411
$103K ﹤0.01%
27,951
+13,387
5412
$103K ﹤0.01%
8,232
+2,578
5413
$103K ﹤0.01%
+2,692
5414
$103K ﹤0.01%
16,804
+2,367
5415
$102K ﹤0.01%
2,713
-920
5416
$102K ﹤0.01%
15,839
-5,907
5417
$102K ﹤0.01%
17,339
-18,536
5418
$102K ﹤0.01%
4,395
-8,675
5419
$101K ﹤0.01%
3,996
+1,994
5420
$101K ﹤0.01%
13,835
-6,471
5421
$101K ﹤0.01%
200
-9
5422
$101K ﹤0.01%
10,917
-3,086
5423
$100K ﹤0.01%
+120
5424
$100K ﹤0.01%
384
-538
5425
$100K ﹤0.01%
+3,676
215 216
217
218 219