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
2726
$19.4M ﹤0.01%
997,218
+621,892
2727
$19.4M ﹤0.01%
580,360
-507,354
2728
$19.4M ﹤0.01%
214,069
-384,957
2729
$19.4M ﹤0.01%
592,009
-652,701
2730
$19.4M ﹤0.01%
301,896
+152,440
2731
$19.4M ﹤0.01%
817,236
-236,408
2732
$19.3M ﹤0.01%
1,776,488
-1,663,128
2733
$19.3M ﹤0.01%
1,178,491
+51,219
2734
$19.3M ﹤0.01%
573,413
-336,155
2735
$19.3M ﹤0.01%
321,507
+9,419
2736
$19.3M ﹤0.01%
588,600
-568,270
2737
$19.3M ﹤0.01%
732,555
-1,296,589
2738
$19.2M ﹤0.01%
553,945
-1,572,943
2739
$19.2M ﹤0.01%
1,596,001
-1,438,539
2740
$19.2M ﹤0.01%
549,469
-44,369
2741
$19.2M ﹤0.01%
122,778
-199,290
2742
$19.2M ﹤0.01%
995,706
-907,292
2743
$19.2M ﹤0.01%
342,033
-1,438,941
2744
$19.2M ﹤0.01%
1,089,803
-240,603
2745
$19.2M ﹤0.01%
384,331
-301,623
2746
$19.1M ﹤0.01%
289,157
-1,561,619
2747
$19.1M ﹤0.01%
539,965
+177,211
2748
$19.1M ﹤0.01%
497,221
-597,609
2749
$19.1M ﹤0.01%
640,860
-364,812
2750
$19.1M ﹤0.01%
506,462
-596,652
108 109
110
111 112