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 Fund
S&P 500
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 21.39%
2 Financials 10.81%
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
2476
$24.5M ﹤0.01%
854,885
-916,019
2477
$24.5M ﹤0.01%
454,934
-266,640
2478
$24.5M ﹤0.01%
515,790
-427,798
2479
$24.5M ﹤0.01%
929,607
-885,001
2480
$24.4M ﹤0.01%
370,723
-545,903
2481
$24.4M ﹤0.01%
649,641
-1,001,861
2482
$24.4M ﹤0.01%
1,513,112
-15,780,146
2483
$24.3M ﹤0.01%
38,300
-27,830
2484
$24.3M ﹤0.01%
988,581
-1,636,447
2485
$24.3M ﹤0.01%
930,652
-853,534
2486
$24.3M ﹤0.01%
4,774,520
-4,194,866
2487
$24.2M ﹤0.01%
1,829,298
-2,132,700
2488
$24.2M ﹤0.01%
497,982
-554,474
2489
$24.2M ﹤0.01%
1,123,913
-702,821
2490
$24.2M ﹤0.01%
1,539,826
-3,093,040
2491
$24.2M ﹤0.01%
475,355
-496,983
2492
$24.2M ﹤0.01%
420,357
-512,695
2493
$24.2M ﹤0.01%
530,312
-212,656
2494
$24.2M ﹤0.01%
2,137,365
-290,735
2495
$24.1M ﹤0.01%
306,663
-129,573
2496
$24.1M ﹤0.01%
2,160,884
-2,691,322
2497
$24.1M ﹤0.01%
842,443
-226,697
2498
$24M ﹤0.01%
1,097,869
-1,355,285
2499
$24M ﹤0.01%
967,969
-633,709
2500
$24M ﹤0.01%
2,081,660
-2,991,296
98 99
100
101 102