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
2051
$9.59M ﹤0.01%
249,809
-71,709
2052
$9.57M ﹤0.01%
681,148
+24,696
2053
$9.57M ﹤0.01%
532,325
-93,261
2054
$9.53M ﹤0.01%
215,855
-1,443
2055
$9.51M ﹤0.01%
242,710
-28,349
2056
$9.51M ﹤0.01%
185,486
-30,406
2057
$9.5M ﹤0.01%
198,974
+2,432
2058
$9.48M ﹤0.01%
320,035
+61,244
2059
$9.48M ﹤0.01%
1,080,982
-279,655
2060
$9.48M ﹤0.01%
275,553
+230,971
2061
$9.47M ﹤0.01%
467,399
-231,269
2062
$9.47M ﹤0.01%
223,567
-293,477
2063
$9.47M ﹤0.01%
331,330
+239,484
2064
$9.46M ﹤0.01%
246,003
+101,687
2065
$9.46M ﹤0.01%
290,293
-222,042
2066
$9.43M ﹤0.01%
166,909
-150,558
2067
$9.42M ﹤0.01%
198,262
-86,976
2068
$9.42M ﹤0.01%
503,839
+324,788
2069
$9.41M ﹤0.01%
194,902
+34,214
2070
$9.39M ﹤0.01%
787,859
-19,494
2071
$9.39M ﹤0.01%
71,655
+43,082
2072
$9.38M ﹤0.01%
100,294
-2,832
2073
$9.34M ﹤0.01%
1,297,685
+570,866
2074
$9.34M ﹤0.01%
1,402,699
+180,928
2075
$9.34M ﹤0.01%
407,533
+271,195