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
2651
$20.6M ﹤0.01%
456,694
-603,656
2652
$20.6M ﹤0.01%
456,115
-528,053
2653
$20.6M ﹤0.01%
232,703
-184,143
2654
$20.6M ﹤0.01%
1,029,864
-1,061,986
2655
$20.6M ﹤0.01%
1,457,352
-1,646,146
2656
$20.5M ﹤0.01%
1,039,266
-1,128,658
2657
$20.5M ﹤0.01%
371,972
-577,832
2658
$20.5M ﹤0.01%
2,256,778
-1,118,326
2659
$20.5M ﹤0.01%
350,766
-1,034,414
2660
$20.5M ﹤0.01%
553,551
-519,501
2661
$20.5M ﹤0.01%
590,383
-1,564,393
2662
$20.5M ﹤0.01%
1,803,751
-2,103,631
2663
$20.4M ﹤0.01%
196,036
-175,970
2664
$20.4M ﹤0.01%
411,426
-137,700
2665
$20.4M ﹤0.01%
988,837
-1,183,813
2666
$20.4M ﹤0.01%
228,559
-321,049
2667
$20.4M ﹤0.01%
691,947
-685,225
2668
$20.3M ﹤0.01%
475,119
-488,683
2669
$20.3M ﹤0.01%
883,919
-618,843
2670
$20.3M ﹤0.01%
1,770,144
-2,098,102
2671
$20.3M ﹤0.01%
647,830
-807,610
2672
$20.3M ﹤0.01%
124,316
-45,398
2673
$20.3M ﹤0.01%
404,759
-812,401
2674
$20.3M ﹤0.01%
568,151
-753,479
2675
$20.2M ﹤0.01%
402,000
-398,002
105 106
107
108 109