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
2026
$8.95M ﹤0.01%
932,683
-164,144
2027
$8.94M ﹤0.01%
170,592
-129,940
2028
$8.92M ﹤0.01%
454,091
-18,513
2029
$8.91M ﹤0.01%
352,666
-51,383
2030
$8.91M ﹤0.01%
235,057
+33,105
2031
$8.89M ﹤0.01%
678,877
+249,598
2032
$8.88M ﹤0.01%
704,622
+517,666
2033
$8.88M ﹤0.01%
364,781
-47,849
2034
$8.87M ﹤0.01%
987,933
+39,436
2035
$8.86M ﹤0.01%
472,681
-12,837
2036
$8.86M ﹤0.01%
355,086
+85,461
2037
$8.86M ﹤0.01%
90,896
+1,356
2038
$8.86M ﹤0.01%
801,478
+477,260
2039
$8.86M ﹤0.01%
74,734
+17,695
2040
$8.82M ﹤0.01%
348,274
+25,120
2041
$8.82M ﹤0.01%
236,615
+8,280
2042
$8.82M ﹤0.01%
95,887
-9,064
2043
$8.82M ﹤0.01%
347,634
+67,500
2044
$8.81M ﹤0.01%
220,535
+104,644
2045
$8.81M ﹤0.01%
350,167
+202,116
2046
$8.78M ﹤0.01%
158,538
+7,884
2047
$8.77M ﹤0.01%
135,053
-3,237
2048
$8.75M ﹤0.01%
118,461
+51,585
2049
$8.74M ﹤0.01%
789,006
+372,618
2050
$8.74M ﹤0.01%
302,943
-37,893