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
5476
$89K ﹤0.01%
20,545
-7,474
5477
$89K ﹤0.01%
232
-30
5478
$88K ﹤0.01%
2,120
-22,453
5479
$88K ﹤0.01%
300
5480
$88K ﹤0.01%
2,065
+1,928
5481
$88K ﹤0.01%
14,105
+426
5482
$87K ﹤0.01%
+12,512
5483
$86K ﹤0.01%
8,914
-62,268
5484
$86K ﹤0.01%
5,675
-230
5485
$86K ﹤0.01%
27,250
+20,400
5486
$85K ﹤0.01%
59,213
-501,386
5487
$85K ﹤0.01%
80,879
-36,709
5488
$85K ﹤0.01%
6,110
-10,085
5489
$84K ﹤0.01%
8,201
-25,938
5490
$84K ﹤0.01%
9,435
-31,202
5491
$84K ﹤0.01%
3,340
+216
5492
$84K ﹤0.01%
5,417
-1,609
5493
$83K ﹤0.01%
23,009
+2,028
5494
$83K ﹤0.01%
3,409
-2,450
5495
$83K ﹤0.01%
3,867
+1,850
5496
$83K ﹤0.01%
44,184
+11,872
5497
$82K ﹤0.01%
6,439
-1,014
5498
$82K ﹤0.01%
6,839
5499
$82K ﹤0.01%
309
-14,176
5500
$82K ﹤0.01%
22,382
+3,457
218 219
220
221 222