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
2076
$9.34M ﹤0.01%
93,051
-72,031
2077
$9.34M ﹤0.01%
162,501
+21,794
2078
$9.34M ﹤0.01%
186,895
+62,021
2079
$9.32M ﹤0.01%
177,610
+4,383
2080
$9.31M ﹤0.01%
358,616
+220,781
2081
$9.3M ﹤0.01%
2,247,345
-1,380,481
2082
$9.29M ﹤0.01%
862,241
+106,324
2083
$9.27M ﹤0.01%
589,820
+16,212
2084
$9.27M ﹤0.01%
261,479
-97,649
2085
$9.25M ﹤0.01%
295,841
-150,856
2086
$9.24M ﹤0.01%
203,129
+70,648
2087
$9.22M ﹤0.01%
150,773
+80,002
2088
$9.2M ﹤0.01%
769,236
+108,392
2089
$9.19M ﹤0.01%
448,123
+28,013
2090
$9.19M ﹤0.01%
370,460
-9,843
2091
$9.18M ﹤0.01%
31,913
-2,035
2092
$9.18M ﹤0.01%
959,682
+256,667
2093
$9.17M ﹤0.01%
219,065
-34,655
2094
$9.16M ﹤0.01%
53,918
+3,938
2095
$9.16M ﹤0.01%
536,785
-149,666
2096
$9.16M ﹤0.01%
350,036
-215,621
2097
$9.16M ﹤0.01%
735,149
+15,958
2098
$9.15M ﹤0.01%
241,853
+29,445
2099
$9.15M ﹤0.01%
862,668
-83,382
2100
$9.15M ﹤0.01%
180,750
+54,529