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
2776
$18.5M ﹤0.01%
659,371
-608,007
2777
$18.5M ﹤0.01%
899,393
-937,955
2778
$18.5M ﹤0.01%
272,643
-266,677
2779
$18.5M ﹤0.01%
459,192
-1,212,156
2780
$18.4M ﹤0.01%
800,163
-586,523
2781
$18.4M ﹤0.01%
1,837,529
-912,317
2782
$18.4M ﹤0.01%
251,897
-146,491
2783
$18.4M ﹤0.01%
414,597
-431,693
2784
$18.4M ﹤0.01%
+707,403
2785
$18.4M ﹤0.01%
1,923,006
-1,592,976
2786
$18.4M ﹤0.01%
209,265
-320,613
2787
$18.3M ﹤0.01%
1,248,938
-1,395,618
2788
$18.3M ﹤0.01%
1,551,492
-1,718,446
2789
$18.3M ﹤0.01%
1,468,646
-1,572,280
2790
$18.3M ﹤0.01%
381,835
-172,345
2791
$18.3M ﹤0.01%
229,028
-11,254
2792
$18.3M ﹤0.01%
524,203
-107,959
2793
$18.3M ﹤0.01%
272,081
-189,971
2794
$18.2M ﹤0.01%
1,147,679
-2,270,117
2795
$18.2M ﹤0.01%
984,765
-773,453
2796
$18.2M ﹤0.01%
1,327,273
-1,868,373
2797
$18.2M ﹤0.01%
+883,025
2798
$18.2M ﹤0.01%
125,330
-276,544
2799
$18.1M ﹤0.01%
515,005
-605,219
2800
$18.1M ﹤0.01%
1,523,610
-1,521,078
110 111
112
113 114