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
5951
$17K ﹤0.01%
1,048
5952
– –
0
5953
$17K ﹤0.01%
2,989
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5954
$17K ﹤0.01%
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5955
$17K ﹤0.01%
4,003
-29,109
5956
$17K ﹤0.01%
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5957
$17K ﹤0.01%
848
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5958
$17K ﹤0.01%
4,650
-625
5959
$17K ﹤0.01%
2,517
5960
$17K ﹤0.01%
1,348
5961
$17K ﹤0.01%
804
5962
$17K ﹤0.01%
42,744
5963
$17K ﹤0.01%
900
-324
5964
$17K ﹤0.01%
7,080
-22,744
5965
$16K ﹤0.01%
3,421
-22,952
5966
$16K ﹤0.01%
5,318
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5967
$16K ﹤0.01%
+328
5968
$16K ﹤0.01%
4,665
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5969
$16K ﹤0.01%
2,728
-1,004
5970
$16K ﹤0.01%
3,900
5971
$16K ﹤0.01%
2
5972
$16K ﹤0.01%
2,575
-10,000
5973
$16K ﹤0.01%
1,400
-15,568
5974
$16K ﹤0.01%
1,348
+899
5975
$16K ﹤0.01%
30,700
+1,500
237 238
239
240 241