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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5576
$66K ﹤0.01%
31,437
+31,300
5577
$66K ﹤0.01%
6,865
-576
5578
$66K ﹤0.01%
7,559
+99
5579
$65K ﹤0.01%
5,178
+4,178
5580
$65K ﹤0.01%
4,529
-773
5581
– –
0
5582
$65K ﹤0.01%
9,071
-2,822
5583
$65K ﹤0.01%
1,140
-6,066
5584
$65K ﹤0.01%
6,882
-12,232
5585
$65K ﹤0.01%
18,216
-23,495
5586
$65K ﹤0.01%
6,986
-9,734
5587
$65K ﹤0.01%
13,127
+3,056
5588
$65K ﹤0.01%
4,825
+531
5589
$64K ﹤0.01%
4,785
5590
$64K ﹤0.01%
2,408
+500
5591
$64K ﹤0.01%
1,027
+940
5592
$64K ﹤0.01%
873
-38,464
5593
$64K ﹤0.01%
35,585
-5,219
5594
$63K ﹤0.01%
502
-138
5595
$63K ﹤0.01%
66,666
-202,506
5596
$63K ﹤0.01%
+2,536
5597
$63K ﹤0.01%
7,876
+2,700
5598
$63K ﹤0.01%
4,337
-14,254
5599
$63K ﹤0.01%
6,858
+3,580
5600
$63K ﹤0.01%
2,156
+1,568
222 223
224
225 226