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
2801
$18.1M ﹤0.01%
846,275
+846,273
2802
$18.1M ﹤0.01%
365,052
-340,206
2803
$18.1M ﹤0.01%
1,163,393
-1,074,061
2804
$18.1M ﹤0.01%
649,026
-937,230
2805
$18M ﹤0.01%
320,240
-311,276
2806
$18M ﹤0.01%
1,014,441
-971,585
2807
$18M ﹤0.01%
1,781,520
-3,410,348
2808
$18M ﹤0.01%
1,180,403
-3,053,911
2809
$18M ﹤0.01%
401,815
-771,529
2810
$17.9M ﹤0.01%
228,335
-127,957
2811
$17.9M ﹤0.01%
1,136,271
-612,615
2812
$17.9M ﹤0.01%
1,167,672
-977,940
2813
$17.9M ﹤0.01%
225,819
-335,525
2814
$17.9M ﹤0.01%
617,022
-746,888
2815
$17.9M ﹤0.01%
434,689
+148,597
2816
$17.8M ﹤0.01%
520,205
-779,037
2817
$17.8M ﹤0.01%
1,705,501
-1,624,353
2818
$17.8M ﹤0.01%
363,510
-446,332
2819
$17.8M ﹤0.01%
1,043,681
-411,351
2820
$17.8M ﹤0.01%
701,732
-268,454
2821
$17.8M ﹤0.01%
1,171,737
-1,807,229
2822
$17.8M ﹤0.01%
346,749
-177,137
2823
$17.8M ﹤0.01%
1,522,585
-1,531,199
2824
$17.8M ﹤0.01%
2,768,013
+422,063
2825
$17.8M ﹤0.01%
153,370
-194,980
111 112
113
114 115