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
201
$1.22B 0.1%
4,838,205
-4,074,225
202
$1.21B 0.1%
31,695,076
-39,530,640
203
$1.2B 0.1%
2,163,306
-1,772,792
204
$1.18B 0.09%
5,496,632
-5,405,130
205
$1.18B 0.09%
6,666,899
-7,796,697
206
$1.16B 0.09%
17,309,673
-15,274,621
207
$1.16B 0.09%
1,659,628
-787,272
208
$1.15B 0.09%
9,544,714
-8,765,106
209
$1.14B 0.09%
30,569,187
-26,171,301
210
$1.13B 0.09%
7,174,452
-8,022,744
211
$1.12B 0.09%
19,477,622
-24,203,498
212
$1.12B 0.09%
18,940,925
-18,803,635
213
$1.11B 0.09%
6,796,450
-7,282,108
214
$1.1B 0.09%
18,876,266
-20,224,332
215
$1.09B 0.09%
12,647,237
-11,276,839
216
$1.08B 0.09%
5,653,897
-4,899,321
217
$1.07B 0.09%
12,357,908
-13,329,944
218
$1.07B 0.09%
7,169,501
-7,497,065
219
$1.06B 0.09%
13,691,046
-10,167,718
220
$1.06B 0.08%
3,394,998
-3,441,298
221
$1.05B 0.08%
10,895,970
-9,874,780
222
$1.05B 0.08%
17,982,969
-13,027,235
223
$1.05B 0.08%
13,006,279
-12,621,463
224
$1.04B 0.08%
20,672,568
-22,077,404
225
$1.03B 0.08%
1,430,973
-1,570,649
7 8
9
10 11