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
5651
$53K ﹤0.01%
3,377
-5
5652
$53K ﹤0.01%
3,446
5653
$53K ﹤0.01%
5,003
+4,752
5654
$53K ﹤0.01%
3,175
5655
$53K ﹤0.01%
5,823
-6,726
5656
$53K ﹤0.01%
1,211
-675
5657
$53K ﹤0.01%
949
-2,306
5658
$53K ﹤0.01%
10,509
+3,000
5659
$52K ﹤0.01%
5,749
-3,159
5660
$52K ﹤0.01%
3,053
+1,953
5661
$52K ﹤0.01%
3,047
5662
$52K ﹤0.01%
3,756
+2,225
5663
$52K ﹤0.01%
11,604
-12,480
5664
$52K ﹤0.01%
17,373
-766,420
5665
$51K ﹤0.01%
630
-1
5666
$51K ﹤0.01%
1,747
-38,880
5667
$51K ﹤0.01%
5,642
-14,007
5668
$51K ﹤0.01%
884
+704
5669
$51K ﹤0.01%
677
+278
5670
$51K ﹤0.01%
4,095
+3,593
5671
$51K ﹤0.01%
17,389
-52
5672
$51K ﹤0.01%
2,719
+2,654
5673
$51K ﹤0.01%
18,910
+10,340
5674
$51K ﹤0.01%
57,594
-291
5675
$50K ﹤0.01%
+46
225 226
227
228 229