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
26
$6.73B 0.54%
42,549,943
-40,769,015
27
$6.68B 0.54%
57,438,206
-54,572,400
28
$6.63B 0.53%
91,278,800
-78,414,284
29
$6.61B 0.53%
89,067,011
-86,354,663
30
$6.4B 0.51%
35,171,689
-32,933,381
31
$6.02B 0.48%
19,990,916
-20,374,910
32
$5.85B 0.47%
47,826,463
-48,221,047
33
$5.7B 0.46%
16,445,229
-16,511,371
34
$5.65B 0.45%
35,803,145
-33,029,145
35
$5.48B 0.44%
41,505,855
-38,753,795
36
$5.07B 0.41%
28,109,683
-25,071,061
37
$5.02B 0.4%
6,582,976
-7,074,890
38
$5.01B 0.4%
9,933,444
-10,354,340
39
$4.99B 0.4%
27,872,029
-28,555,473
40
$4.95B 0.4%
80,925,647
-67,378,929
41
$4.79B 0.38%
79,542,055
-72,716,915
42
$4.71B 0.38%
28,907,525
-27,625,933
43
$4.56B 0.37%
13,250,212
-12,511,286
44
$4.54B 0.36%
25,933,822
-24,111,652
45
$4.42B 0.35%
46,677,455
-30,242,931
46
$4.18B 0.34%
24,685,633
-20,304,411
47
$4.15B 0.33%
68,329,930
-62,256,530
48
$4.14B 0.33%
109,094,007
-112,692,661
49
$4.12B 0.33%
16,496,040
-22,813,762
50
$4.09B 0.33%
36,011,982
-35,861,672
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