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
2226
$8.21M ﹤0.01%
147,162
+17,135
2227
$8.19M ﹤0.01%
151,678
-208,660
2228
$8.19M ﹤0.01%
279,799
+83,801
2229
$8.16M ﹤0.01%
457,343
+23,555
2230
$8.16M ﹤0.01%
146,798
-99,750
2231
$8.16M ﹤0.01%
440,869
+4,661
2232
$8.15M ﹤0.01%
232,371
-974,304
2233
$8.14M ﹤0.01%
164,270
-330,100
2234
$8.12M ﹤0.01%
262,752
-13,350
2235
$8.12M ﹤0.01%
901,614
+630,480
2236
$8.11M ﹤0.01%
350,497
+88,658
2237
$8.09M ﹤0.01%
352,068
+80,991
2238
$8.08M ﹤0.01%
93,830
-178,623
2239
$8.07M ﹤0.01%
18,896
-5,198
2240
$8.07M ﹤0.01%
224,739
-10,880
2241
$8.07M ﹤0.01%
295,314
-137,280
2242
$8.06M ﹤0.01%
203,664
+106,749
2243
$8.06M ﹤0.01%
1,270,019
-132,975
2244
$8.04M ﹤0.01%
253,528
+69,286
2245
$8.04M ﹤0.01%
403,592
-160,391
2246
$8.03M ﹤0.01%
191,587
-69,888
2247
$8.01M ﹤0.01%
144,188
-73,559
2248
$7.99M ﹤0.01%
132,891
+21,127
2249
$7.99M ﹤0.01%
362,692
+88,133
2250
$7.98M ﹤0.01%
73,968
-69,272