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
5826
$30K ﹤0.01%
72,446
-133,642
5827
$30K ﹤0.01%
5,579
-2,790
5828
$30K ﹤0.01%
1,182
5829
$30K ﹤0.01%
44,806
+8,987
5830
$29K ﹤0.01%
4,708
-3,527
5831
$29K ﹤0.01%
1,310
-718
5832
$29K ﹤0.01%
2,540
+9
5833
$29K ﹤0.01%
1,238
+76
5834
$28K ﹤0.01%
1,256
-59,649
5835
$28K ﹤0.01%
1,825
+190
5836
$28K ﹤0.01%
3,969
-6,696
5837
$28K ﹤0.01%
1,403
-54,399
5838
$28K ﹤0.01%
1,664
-960
5839
$28K ﹤0.01%
16,897
+16,799
5840
$28K ﹤0.01%
2,574
-4,652
5841
$28K ﹤0.01%
2,904
-156,647
5842
$27K ﹤0.01%
411
-64
5843
– –
0
5844
$27K ﹤0.01%
800
-400
5845
$27K ﹤0.01%
2,843
-8,953
5846
$27K ﹤0.01%
752
+747
5847
$27K ﹤0.01%
750
-14,037
5848
$27K ﹤0.01%
3,948
+2,988
5849
$27K ﹤0.01%
16
-26
5850
$26K ﹤0.01%
2,105
-1
232 233
234
235 236