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
2126
$8.94M ﹤0.01%
154,875
+11,272
2127
$8.94M ﹤0.01%
235,570
+122,884
2128
$8.93M ﹤0.01%
223,005
-13,729
2129
$8.93M ﹤0.01%
756,086
-377,344
2130
$8.91M ﹤0.01%
221,422
-6,934
2131
$8.91M ﹤0.01%
402,011
+152,506
2132
$8.91M ﹤0.01%
220,367
-43,238
2133
$8.91M ﹤0.01%
2,289,737
-147,112
2134
$8.88M ﹤0.01%
679,799
-143,582
2135
$8.87M ﹤0.01%
1,985,142
+230,389
2136
$8.87M ﹤0.01%
205,798
-31,073
2137
$8.87M ﹤0.01%
629,291
+55,771
2138
$8.86M ﹤0.01%
657,321
+86,599
2139
$8.83M ﹤0.01%
1,108,394
+386,335
2140
$8.82M ﹤0.01%
186,772
+18,197
2141
$8.81M ﹤0.01%
317,505
+212,763
2142
$8.81M ﹤0.01%
253,945
+51,234
2143
$8.81M ﹤0.01%
399,870
-249,823
2144
$8.8M ﹤0.01%
664,530
-16,679
2145
$8.79M ﹤0.01%
375,294
+102,295
2146
$8.79M ﹤0.01%
1,045,182
-634,610
2147
$8.79M ﹤0.01%
136,990
-20,754
2148
$8.79M ﹤0.01%
235,264
+110,872
2149
$8.77M ﹤0.01%
70,540
-26,910
2150
$8.77M ﹤0.01%
1,565,258
+99,058
84 85
86
87 88