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
5776
$36K ﹤0.01%
18,471
+290
5777
$35K ﹤0.01%
7,604
-1,758
5778
$35K ﹤0.01%
762
-1,500
5779
$35K ﹤0.01%
11,055
+11,020
5780
$35K ﹤0.01%
4,195
+3,850
5781
– –
0
5782
– –
0
5783
$34K ﹤0.01%
212
+77
5784
$34K ﹤0.01%
+1,273
5785
$34K ﹤0.01%
4,489
-7,460
5786
$34K ﹤0.01%
1,508
5787
$34K ﹤0.01%
3,506
5788
$34K ﹤0.01%
18,525
+251
5789
$34K ﹤0.01%
19,312
+3,151
5790
$33K ﹤0.01%
5,181
+940
5791
$33K ﹤0.01%
1,351
-412
5792
$33K ﹤0.01%
3,756
-10,509
5793
$33K ﹤0.01%
3,118
-2,534
5794
$33K ﹤0.01%
4,053
5795
$33K ﹤0.01%
+3,518
5796
$33K ﹤0.01%
2,198
+265
5797
$33K ﹤0.01%
1,639
+334
5798
$33K ﹤0.01%
760
-1,330
5799
$33K ﹤0.01%
3,606
-33
5800
$33K ﹤0.01%
2,680
-24,524
230 231
232
233 234