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
476
$452M 0.04%
1,420,566
-1,524,316
477
$450M 0.04%
3,364,464
-2,901,570
478
$449M 0.04%
29,550,258
-7,673,708
479
$448M 0.04%
24,450,927
-20,655,093
480
$446M 0.04%
7,535,366
-9,304,920
481
$445M 0.04%
6,552,229
-6,281,471
482
$444M 0.04%
5,039,882
-3,533,858
483
$444M 0.04%
13,768,274
-14,981,102
484
$443M 0.04%
7,057,625
-11,546,829
485
$443M 0.04%
5,101,602
-4,119,932
486
$442M 0.04%
6,031,620
-5,684,866
487
$441M 0.04%
8,211,764
-3,698,132
488
$440M 0.04%
8,676,006
-2,397,016
489
$439M 0.04%
5,413,043
-5,347,747
490
$438M 0.04%
1,742,265
-1,610,349
491
$436M 0.04%
3,949,272
-4,099,440
492
$435M 0.03%
6,427,656
-7,380,754
493
$435M 0.03%
4,790,774
-4,088,696
494
$431M 0.03%
1,932,255
-1,628,249
495
$428M 0.03%
3,820,605
-3,633,127
496
$428M 0.03%
5,949,459
-5,932,703
497
$424M 0.03%
1,631,368
-1,255,236
498
$423M 0.03%
1,926,762
-2,332,998
499
$419M 0.03%
5,334,538
-5,892,550
500
$418M 0.03%
3,197,109
-3,245,453
18 19
20
21 22