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
2851
$17.3M ﹤0.01%
6,741,890
-4,299,016
2852
$17.3M ﹤0.01%
1,306,691
-2,343,619
2853
$17.3M ﹤0.01%
400,575
-449,241
2854
$17.3M ﹤0.01%
700,257
-374,767
2855
$17.3M ﹤0.01%
410,537
-196,469
2856
$17.1M ﹤0.01%
147,676
-112,010
2857
$17.1M ﹤0.01%
238,167
-23,167
2858
$17.1M ﹤0.01%
852,876
-1,734,814
2859
$17.1M ﹤0.01%
718,989
-668,087
2860
$17.1M ﹤0.01%
826,364
-909,158
2861
$17.1M ﹤0.01%
338,093
-421,479
2862
$17.1M ﹤0.01%
1,613,373
-1,452,975
2863
$17M ﹤0.01%
567,708
-354,252
2864
$17M ﹤0.01%
86,264
-163,592
2865
$17M ﹤0.01%
690,531
-656,571
2866
$16.9M ﹤0.01%
10,326,678
-12,067,720
2867
$16.9M ﹤0.01%
3,193,820
-3,229,460
2868
$16.9M ﹤0.01%
1,490,392
-1,505,894
2869
$16.9M ﹤0.01%
1,269,572
-1,063,938
2870
$16.9M ﹤0.01%
439,137
-817,371
2871
$16.9M ﹤0.01%
739,709
-820,743
2872
$16.9M ﹤0.01%
943,267
-558,665
2873
$16.9M ﹤0.01%
477,497
-528,505
2874
$16.9M ﹤0.01%
1,987,334
-1,830,398
2875
$16.8M ﹤0.01%
1,472,255
-1,420,145
113 114
115
116 117