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 Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25T
AUM Growth
-$1.02T
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,191
New
Increased
Reduced
Closed

Top Buys

1
+$451M
2
+$270M
3
+$245M
4
MSDL icon
Morgan Stanley Direct Lending Fund
MSDL
+$210M
5
INFY icon
Infosys
INFY
+$123M

Top Sells

1
+$52.9B
2
+$36.7B
3
+$29.1B
4
AMZN icon
Amazon
AMZN
+$28.1B
5
META icon
Meta Platforms (Facebook)
META
+$18.4B

Sector Composition

1 Technology 21.48%
2 Financials 10.71%
3 Healthcare 9.76%
4 Consumer Discretionary 9.07%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$793M 0.06%
6,401,386
-6,522,540
277
$792M 0.06%
13,276,087
-14,642,445
278
$791M 0.06%
14,088,374
-12,004,852
279
$789M 0.06%
2,738,825
-1,985,599
280
$788M 0.06%
10,325,960
-11,681,676
281
$787M 0.06%
8,769,563
-10,000,085
282
$786M 0.06%
2,011,195
-2,018,753
283
$785M 0.06%
5,813,562
-6,638,010
284
$782M 0.06%
8,695,199
-6,718,849
285
$779M 0.06%
6,325,216
-7,420,768
286
$777M 0.06%
1,387,019
-242,331
287
$776M 0.06%
8,865,876
-9,133,852
288
$774M 0.06%
64,892,366
-54,276,248
289
$764M 0.06%
5,145,798
-4,856,004
290
$762M 0.06%
9,501,399
-7,666,551
291
$759M 0.06%
6,750,441
-6,974,733
292
$758M 0.06%
3,828,872
-3,923,864
293
$755M 0.06%
21,342,968
-14,183,046
294
$755M 0.06%
19,371,811
-27,431,021
295
$755M 0.06%
8,791,268
-9,971,644
296
$752M 0.06%
6,408,410
-6,417,592
297
$752M 0.06%
238,476
-285,546
298
$743M 0.06%
22,547,698
-23,968,004
299
$743M 0.06%
6,906,497
-7,921,775
300
$741M 0.06%
3,478,609
-2,338,803
10 11
12
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