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
1976
$10.5M ﹤0.01%
727,992
+627,816
1977
$10.5M ﹤0.01%
482,193
-81,731
1978
$10.4M ﹤0.01%
108,328
-10,452
1979
$10.4M ﹤0.01%
643,332
+157,532
1980
$10.4M ﹤0.01%
240,765
-108,724
1981
$10.4M ﹤0.01%
637,568
+101,493
1982
$10.4M ﹤0.01%
325,334
+93,611
1983
$10.4M ﹤0.01%
201,482
-25,630
1984
$10.4M ﹤0.01%
240,591
-2,801
1985
$10.4M ﹤0.01%
38,822
+5,853
1986
$10.4M ﹤0.01%
1,604,280
+178,276
1987
$10.4M ﹤0.01%
669,025
-17,530
1988
$10.4M ﹤0.01%
211,116
+9,682
1989
$10.3M ﹤0.01%
222,725
-24,745
1990
$10.3M ﹤0.01%
273,966
+77,255
1991
$10.3M ﹤0.01%
689,263
-34,632
1992
$10.3M ﹤0.01%
392,599
+13,705
1993
$10.3M ﹤0.01%
21,199
+2,836
1994
$10.3M ﹤0.01%
399,547
+342,480
1995
$10.3M ﹤0.01%
172,265
-60,735
1996
$10.3M ﹤0.01%
552,938
-393,185
1997
$10.3M ﹤0.01%
89,264
-46,937
1998
$10.2M ﹤0.01%
162,798
+18,911
1999
$10.2M ﹤0.01%
123,711
+2,044
2000
$10.2M ﹤0.01%
344,618
+47,660
78 79
80
81 82