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
301
$741M 0.06%
19,002,926
-17,690,618
302
$740M 0.06%
12,827,664
-4,510,236
303
$737M 0.06%
27,439,620
-22,212,732
304
$735M 0.06%
8,123,464
-7,889,042
305
$733M 0.06%
1,155
-1,197
306
$730M 0.06%
9,341,300
-11,369,022
307
$730M 0.06%
4,217,158
-3,596,298
308
$724M 0.06%
2,171,819
-1,980,907
309
$723M 0.06%
11,013,692
-10,353,208
310
$721M 0.06%
5,012,777
-4,828,163
311
$711M 0.06%
15,902,664
-12,693,828
312
$708M 0.06%
7,657,956
-6,468,388
313
$706M 0.06%
53,126,223
-48,795,939
314
$702M 0.06%
7,258,381
-6,926,125
315
$698M 0.06%
3,524,129
-3,397,603
316
$698M 0.06%
5,032,769
-5,170,831
317
$697M 0.06%
18,066,854
-20,139,674
318
$693M 0.06%
7,304,503
-3,431,283
319
$691M 0.06%
3,779,541
-4,035,457
320
$690M 0.06%
7,387,548
-5,805,700
321
$690M 0.06%
4,426,638
-4,093,298
322
$689M 0.06%
1,317,754
-1,498,894
323
$688M 0.06%
10,211,214
-10,450,790
324
$688M 0.06%
10,583,197
-8,022,217
325
$681M 0.05%
2,802,937
-2,783,275
11 12
13
14 15