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
5701
$47K ﹤0.01%
198,558
+146,600
5702
$47K ﹤0.01%
17,853
-301
5703
$47K ﹤0.01%
5,274
-8,743
5704
$47K ﹤0.01%
2,434
5705
$47K ﹤0.01%
4,000
5706
$47K ﹤0.01%
5,710
-2,602
5707
$47K ﹤0.01%
9,097
-8,761
5708
$47K ﹤0.01%
+39,900
5709
$47K ﹤0.01%
2,129
5710
$46K ﹤0.01%
21,279
-8,418
5711
$46K ﹤0.01%
1,950
-8,410
5712
$46K ﹤0.01%
7,477
-363
5713
$46K ﹤0.01%
39
+22
5714
$46K ﹤0.01%
2,008
-12
5715
$46K ﹤0.01%
1,910
-9,972
5716
$46K ﹤0.01%
2,725
-18,723
5717
$46K ﹤0.01%
8,917
-11,317
5718
$46K ﹤0.01%
209,050
5719
$45K ﹤0.01%
2,229
+952
5720
$45K ﹤0.01%
5,589
-1,734
5721
$45K ﹤0.01%
4,560
+1,332
5722
$45K ﹤0.01%
11,313
5723
$44K ﹤0.01%
24
+22
5724
$44K ﹤0.01%
1,553
+696
5725
$43K ﹤0.01%
3,390
-376
227 228
229
230 231