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
526
$391M 0.03%
10,808,368
-6,147,094
527
$391M 0.03%
3,767,602
-3,574,172
528
$390M 0.03%
22,717,780
-21,346,950
529
$389M 0.03%
11,622,110
-10,885,728
530
$389M 0.03%
4,278,083
-5,746,141
531
$389M 0.03%
4,024,461
-1,704,869
532
$388M 0.03%
10,434,346
-10,617,214
533
$388M 0.03%
3,868,219
-3,472,039
534
$387M 0.03%
2,602,269
-2,856,023
535
$385M 0.03%
7,832,348
-7,287,174
536
$384M 0.03%
6,715,078
-7,368,486
537
$384M 0.03%
1,938,132
-1,549,924
538
$383M 0.03%
1,695,369
-1,438,365
539
$383M 0.03%
4,716,585
-3,766,921
540
$379M 0.03%
5,025,224
-5,288,084
541
$379M 0.03%
3,617,598
-3,885,352
542
$379M 0.03%
3,753,336
-1,750,378
543
$378M 0.03%
12,499,299
-11,433,563
544
$378M 0.03%
3,481,014
-2,609,804
545
$376M 0.03%
10,484,987
-10,116,393
546
$376M 0.03%
2,454,259
-2,237,739
547
$376M 0.03%
35,635,501
-8,218,587
548
$374M 0.03%
4,014,337
-4,364,197
549
$373M 0.03%
4,790,355
-1,994,197
550
$373M 0.03%
1,719,410
-1,529,000
20 21
22
23 24