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
2551
$22.7M ﹤0.01%
709,003
+611,173
2552
$22.6M ﹤0.01%
1,010,112
-944,018
2553
$22.6M ﹤0.01%
1,908,248
-2,054,306
2554
$22.6M ﹤0.01%
604,181
+243,345
2555
$22.6M ﹤0.01%
810,919
-1,074,405
2556
$22.6M ﹤0.01%
2,604,766
-3,133,530
2557
$22.5M ﹤0.01%
3,151,614
-3,993,562
2558
$22.5M ﹤0.01%
2,211,948
+130,146
2559
$22.5M ﹤0.01%
3,065,789
+423,077
2560
$22.5M ﹤0.01%
492,895
-765,811
2561
$22.5M ﹤0.01%
567,751
-446,537
2562
$22.5M ﹤0.01%
518,305
-323,839
2563
$22.5M ﹤0.01%
2,130,115
-1,738,123
2564
$22.5M ﹤0.01%
608,767
-604,298
2565
$22.5M ﹤0.01%
259,232
-325,452
2566
$22.4M ﹤0.01%
906,973
-704,609
2567
$22.4M ﹤0.01%
1,269,718
-1,357,474
2568
$22.4M ﹤0.01%
1,473,119
-1,388,803
2569
$22.4M ﹤0.01%
377,400
-1,825,898
2570
$22.3M ﹤0.01%
408,310
-366,108
2571
$22.3M ﹤0.01%
1,567,623
+150,105
2572
$22.3M ﹤0.01%
297,179
-332,343
2573
$22.3M ﹤0.01%
948,053
-337,415
2574
$22.3M ﹤0.01%
1,632,356
-630,630
2575
$22.3M ﹤0.01%
253,027
-503,355
101 102
103
104 105