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
2251
$7.98M ﹤0.01%
334,008
+76,158
2252
$7.97M ﹤0.01%
99,745
+27,743
2253
$7.96M ﹤0.01%
583,796
-15,464
2254
$7.95M ﹤0.01%
309,016
+19,907
2255
$7.94M ﹤0.01%
333,636
-191,745
2256
$7.93M ﹤0.01%
184,711
+81,314
2257
$7.92M ﹤0.01%
543,748
+58,884
2258
$7.91M ﹤0.01%
68,203
-1,518
2259
$7.9M ﹤0.01%
973,060
-1,748,511
2260
$7.89M ﹤0.01%
267,972
+5,611
2261
$7.88M ﹤0.01%
126,006
-27,412
2262
$7.87M ﹤0.01%
174,865
+338
2263
$7.87M ﹤0.01%
251,803
-6,986
2264
$7.87M ﹤0.01%
484,594
-114,363
2265
$7.86M ﹤0.01%
251,125
+137,941
2266
$7.86M ﹤0.01%
889,367
-222,728
2267
$7.85M ﹤0.01%
94,450
-104,361
2268
$7.85M ﹤0.01%
544,992
-145,975
2269
$7.84M ﹤0.01%
1,913,148
+54,985
2270
$7.84M ﹤0.01%
653,758
+258,888
2271
$7.83M ﹤0.01%
269,434
-5,334
2272
$7.82M ﹤0.01%
27,968
-35,057
2273
$7.82M ﹤0.01%
91,566
+28,075
2274
$7.82M ﹤0.01%
468,933
-2,566,714
2275
$7.76M ﹤0.01%
361,553
-508,493
89 90
91
92 93