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
2626
$21.2M ﹤0.01%
815,400
-1,250,756
2627
$21.1M ﹤0.01%
1,582,325
-1,653,699
2628
$21.1M ﹤0.01%
375,450
-377,130
2629
$21.1M ﹤0.01%
914,334
-8,866,978
2630
$21.1M ﹤0.01%
625,066
-689,054
2631
$21.1M ﹤0.01%
1,658,172
-1,612,726
2632
$21.1M ﹤0.01%
1,141,112
-906,644
2633
$21M ﹤0.01%
366,805
-490,797
2634
$21M ﹤0.01%
1,541,322
-718,684
2635
$21M ﹤0.01%
533,436
-542,202
2636
$21M ﹤0.01%
106,544
-46,894
2637
$21M ﹤0.01%
419,927
-550,425
2638
$20.9M ﹤0.01%
665,324
-702,540
2639
$20.9M ﹤0.01%
4,356,299
-4,120,261
2640
$20.8M ﹤0.01%
690,574
-763,275
2641
$20.8M ﹤0.01%
271,077
-193,681
2642
$20.8M ﹤0.01%
1,293,434
-1,714,034
2643
$20.8M ﹤0.01%
938,242
-2,057,714
2644
$20.8M ﹤0.01%
1,620,808
-2,352,810
2645
$20.7M ﹤0.01%
662,081
-377,679
2646
$20.7M ﹤0.01%
322,512
-572,592
2647
$20.7M ﹤0.01%
3,051,123
-3,173,763
2648
$20.7M ﹤0.01%
1,998,269
-1,858,943
2649
$20.6M ﹤0.01%
7,617,876
-239,416
2650
$20.6M ﹤0.01%
1,496,831
-3,005,155
104 105
106
107 108