Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271B
AUM Growth
-$17.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,121
New
Increased
Reduced
Closed

Top Buys

1 +$9.9B
2 +$1.34B
3 +$634M
4
KHC icon
Kraft Heinz
KHC
+$533M
5
NFLX icon
Netflix
NFLX
+$506M

Top Sells

1 +$1.21B
2 +$1.2B
3 +$817M
4
QCOM icon
Qualcomm
QCOM
+$697M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$458M

Sector Composition

1 Healthcare 9.07%
2 Financials 8.9%
3 Technology 7.48%
4 Consumer Discretionary 7.12%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$9.12M ﹤0.01%
1,283,908
+1,228,439
2002
$9.1M ﹤0.01%
342,535
+164,090
2003
$9.1M ﹤0.01%
1,751,895
+1,659,459
2004
$9.09M ﹤0.01%
1,966,862
-1,779,764
2005
$9.09M ﹤0.01%
722,220
+40,504
2006
$9.07M ﹤0.01%
3,426,902
-117,237
2007
$9.07M ﹤0.01%
866,913
-1,846,744
2008
$9.06M ﹤0.01%
392,037
-74,506
2009
$9.06M ﹤0.01%
103,749
-11,041
2010
$9.05M ﹤0.01%
2,700,491
+1,288,048
2011
$9.04M ﹤0.01%
742,453
-284,145
2012
$9.04M ﹤0.01%
281,494
-188,112
2013
$9.04M ﹤0.01%
440,919
+68,678
2014
$9.03M ﹤0.01%
1,396,208
+453,963
2015
$9.03M ﹤0.01%
430,514
+101,719
2016
$9.03M ﹤0.01%
187,375
+32,584
2017
$9.03M ﹤0.01%
627,163
-368,008
2018
$9.02M ﹤0.01%
84,822
-131,677
2019
$9.01M ﹤0.01%
455,713
-20,984
2020
$9M ﹤0.01%
342,007
-412,599
2021
$9M ﹤0.01%
141,812
-68,281
2022
$8.99M ﹤0.01%
668,800
-340,548
2023
$8.99M ﹤0.01%
50,561
-20,593
2024
$8.98M ﹤0.01%
895,314
+373,814
2025
$8.95M ﹤0.01%
126,277
+20,302