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
2451
$6.52M ﹤0.01%
126,042
-94,726
2452
$6.52M ﹤0.01%
214,404
+124,168
2453
$6.5M ﹤0.01%
139,534
+95,930
2454
$6.5M ﹤0.01%
58,148
-86,848
2455
$6.48M ﹤0.01%
88,306
-2,071
2456
$6.47M ﹤0.01%
205,206
-6,478
2457
$6.47M ﹤0.01%
220,184
+35,483
2458
$6.46M ﹤0.01%
911,573
-103,692
2459
$6.45M ﹤0.01%
196,322
-84,022
2460
$6.44M ﹤0.01%
501,426
-334,227
2461
$6.44M ﹤0.01%
191,028
+159,701
2462
$6.43M ﹤0.01%
456,223
+334,051
2463
$6.43M ﹤0.01%
51,162
+468
2464
$6.41M ﹤0.01%
1,149,974
-35,837
2465
$6.39M ﹤0.01%
50,407
+6,269
2466
$6.39M ﹤0.01%
227,320
-259,958
2467
$6.38M ﹤0.01%
83,694
-3,628
2468
$6.38M ﹤0.01%
759,103
+255,301
2469
$6.37M ﹤0.01%
857,586
+671,035
2470
$6.35M ﹤0.01%
2,835,578
-846,616
2471
$6.35M ﹤0.01%
251,893
+14,427
2472
$6.34M ﹤0.01%
262,188
+80,467
2473
$6.28M ﹤0.01%
367,173
+62,054
2474
$6.27M ﹤0.01%
693,333
+193,203
2475
$6.27M ﹤0.01%
316,998
-382,652
97 98
99
100 101