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
2751
$19M ﹤0.01%
928,126
-1,026,860
2752
$19M ﹤0.01%
209,074
-317,392
2753
$19M ﹤0.01%
3,551,231
-3,847,171
2754
$19M ﹤0.01%
390,406
-248,078
2755
$19M ﹤0.01%
318,241
-256,005
2756
$19M ﹤0.01%
133,204
-310,520
2757
$18.9M ﹤0.01%
1,208,420
-931,114
2758
$18.9M ﹤0.01%
226,552
-226,484
2759
$18.9M ﹤0.01%
293,864
-250,506
2760
$18.9M ﹤0.01%
171,167
-105,617
2761
$18.9M ﹤0.01%
1,219,189
-1,028,825
2762
$18.9M ﹤0.01%
689,290
-1,344,056
2763
$18.9M ﹤0.01%
2,842,716
-5,152,646
2764
$18.9M ﹤0.01%
262,050
-48,132
2765
$18.8M ﹤0.01%
383,720
-712,190
2766
$18.8M ﹤0.01%
967,158
-535,734
2767
$18.8M ﹤0.01%
1,291,996
-3,272,496
2768
$18.8M ﹤0.01%
1,118,398
-290,934
2769
$18.8M ﹤0.01%
2,987,047
-9,836,305
2770
$18.7M ﹤0.01%
1,481,357
-1,697,259
2771
$18.7M ﹤0.01%
774,088
-1,197,098
2772
$18.7M ﹤0.01%
406,728
-441,508
2773
$18.7M ﹤0.01%
286,381
-222,875
2774
$18.6M ﹤0.01%
1,248,472
-1,593,782
2775
$18.6M ﹤0.01%
688,813
-535,133
109 110
111
112 113