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
2826
$17.8M ﹤0.01%
753,878
-768,030
2827
$17.8M ﹤0.01%
1,745,243
-2,095,113
2828
$17.8M ﹤0.01%
201,818
-209,926
2829
$17.8M ﹤0.01%
802,689
-687,405
2830
$17.7M ﹤0.01%
565,879
-1,236,747
2831
$17.7M ﹤0.01%
317,375
-719,583
2832
$17.6M ﹤0.01%
1,368,285
-9,891,111
2833
$17.6M ﹤0.01%
709,889
-608,959
2834
$17.6M ﹤0.01%
1,172,518
-777,304
2835
$17.6M ﹤0.01%
2,408,710
-4,001,506
2836
$17.6M ﹤0.01%
1,033,045
-1,919,289
2837
$17.5M ﹤0.01%
+128,246
2838
$17.5M ﹤0.01%
1,136,048
-926,052
2839
$17.5M ﹤0.01%
356,302
-553,206
2840
$17.5M ﹤0.01%
265,342
-287,698
2841
$17.5M ﹤0.01%
565,340
-420,144
2842
$17.5M ﹤0.01%
500,997
-461,275
2843
$17.5M ﹤0.01%
891,626
-1,174,636
2844
$17.4M ﹤0.01%
4,472,932
-3,792,642
2845
$17.4M ﹤0.01%
252,260
-211,626
2846
$17.4M ﹤0.01%
687,590
-416,310
2847
$17.4M ﹤0.01%
1,095,484
-1,124,556
2848
$17.4M ﹤0.01%
964,024
-758,766
2849
$17.3M ﹤0.01%
1,582,730
-1,674,586
2850
$17.3M ﹤0.01%
1,152,110
-780,838
112 113
114
115 116