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
2301
$7.58M ﹤0.01%
478,826
-273,436
2302
$7.58M ﹤0.01%
222,570
+7,812
2303
$7.57M ﹤0.01%
86,012
-37,868
2304
$7.57M ﹤0.01%
60,235
+27,983
2305
$7.57M ﹤0.01%
142,992
-195,339
2306
$7.57M ﹤0.01%
145,246
-15,797
2307
$7.55M ﹤0.01%
614,556
+178,471
2308
$7.55M ﹤0.01%
464,163
+71,485
2309
$7.54M ﹤0.01%
378,540
-75,010
2310
$7.54M ﹤0.01%
132,558
+7,407
2311
$7.51M ﹤0.01%
75,567
-781
2312
$7.5M ﹤0.01%
353,259
+16,944
2313
$7.49M ﹤0.01%
198,661
+69,556
2314
$7.48M ﹤0.01%
262,097
-74,677
2315
$7.48M ﹤0.01%
473,776
+119,018
2316
$7.48M ﹤0.01%
1,555,293
-1,437,077
2317
$7.48M ﹤0.01%
+1,244,253
2318
$7.47M ﹤0.01%
385,038
-33,219
2319
$7.46M ﹤0.01%
174,255
+102,810
2320
$7.46M ﹤0.01%
288,406
+26,285
2321
$7.46M ﹤0.01%
477,581
+85,849
2322
$7.46M ﹤0.01%
227,122
-140,186
2323
$7.45M ﹤0.01%
195,427
-20,572
2324
$7.42M ﹤0.01%
1,353,939
-787,180
2325
$7.42M ﹤0.01%
141,379
-192,139
91 92
93
94 95