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
2026
$9.96M ﹤0.01%
247,065
-171,789
2027
$9.95M ﹤0.01%
567,533
+259,797
2028
$9.93M ﹤0.01%
153,009
-48,868
2029
$9.92M ﹤0.01%
376,338
-53,356
2030
$9.92M ﹤0.01%
642,493
-18,613
2031
$9.87M ﹤0.01%
76,024
-5,118
2032
$9.84M ﹤0.01%
970,775
+824,504
2033
$9.81M ﹤0.01%
569,036
+33,718
2034
$9.81M ﹤0.01%
2,042,705
+1,029,035
2035
$9.77M ﹤0.01%
204,261
+10,524
2036
$9.74M ﹤0.01%
442,797
+1,674
2037
$9.71M ﹤0.01%
200,033
-172,520
2038
$9.71M ﹤0.01%
251,350
+184,598
2039
$9.7M ﹤0.01%
109,337
-122,355
2040
$9.69M ﹤0.01%
276,351
-192,868
2041
$9.69M ﹤0.01%
281,706
-184,741
2042
$9.69M ﹤0.01%
279,583
+39,360
2043
$9.66M ﹤0.01%
147,738
-144,648
2044
$9.66M ﹤0.01%
753,879
+82,734
2045
$9.65M ﹤0.01%
121,545
+31,941
2046
$9.64M ﹤0.01%
146,902
+33,170
2047
$9.63M ﹤0.01%
287,936
+8,884
2048
$9.62M ﹤0.01%
289,336
+74,450
2049
$9.6M ﹤0.01%
534,553
+113,836
2050
$9.59M ﹤0.01%
545,971
-9,619