Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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 21.49%
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
1
$51.4B 4.12%
122,187,118
-125,704,552
2
$38.1B 3.05%
221,959,262
-213,963,192
3
$30.6B 2.46%
338,760,640
-321,825,820
4
$29.1B 2.33%
161,229,566
-156,041,786
5
$17.3B 1.38%
32,982,297
-34,246,453
6
$17.1B 1.37%
113,394,435
-111,119,849
7
$16.8B 1.35%
34,648,338
-37,855,060
8
$14.7B 1.18%
52,759,484
-50,403,088
9
$13.4B 1.07%
66,729,367
-62,953,027
10
$11.1B 0.89%
72,804,139
-75,025,481
11
$10.7B 0.86%
24,185,525
-17,872,505
12
$10.2B 0.82%
24,315,333
-22,437,141
13
$10.2B 0.82%
13,069,563
-12,251,871
14
$10.1B 0.81%
19,212,260
-19,011,590
15
$9.99B 0.8%
20,189,832
-13,365,310
16
$9.38B 0.75%
19,514,638
-16,693,718
17
$8.42B 0.68%
63,522,000
-64,243,140
18
$8.19B 0.66%
106,425,039
-141,279,259
19
$8.16B 0.65%
24,200,394
-24,589,782
20
$7.85B 0.63%
48,379,912
-49,113,572
21
$7.68B 0.62%
15,944,153
-15,043,691
22
$7.61B 0.61%
19,842,642
-18,653,728
23
$7.06B 0.57%
40,185,088
-25,805,362
24
$6.83B 0.55%
11,753,137
-13,352,351
25
$6.82B 0.55%
9,306,514
-8,300,046
1
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