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
2926
$16M ﹤0.01%
1,690,371
-1,285,537
2927
$16M ﹤0.01%
340,570
-16,546
2928
$15.9M ﹤0.01%
384,713
-371,509
2929
$15.9M ﹤0.01%
768,453
-792,615
2930
$15.9M ﹤0.01%
4,936
-2,970
2931
$15.9M ﹤0.01%
842,739
-669,149
2932
$15.9M ﹤0.01%
211,792
-195,006
2933
$15.9M ﹤0.01%
244,194
-438,700
2934
$15.9M ﹤0.01%
2,150,166
-4,126,038
2935
$15.9M ﹤0.01%
300,000
-370,000
2936
$15.9M ﹤0.01%
200,471
-100,929
2937
$15.8M ﹤0.01%
701,178
-1,340,312
2938
$15.8M ﹤0.01%
376,121
-940,609
2939
$15.8M ﹤0.01%
341,303
-292,971
2940
$15.8M ﹤0.01%
244,620
-125,994
2941
$15.7M ﹤0.01%
2,385,818
-2,340,856
2942
$15.7M ﹤0.01%
135,869
-151,097
2943
$15.7M ﹤0.01%
189,344
-693,362
2944
$15.6M ﹤0.01%
174,865
-125,977
2945
$15.6M ﹤0.01%
3,993,633
-5,116,167
2946
$15.6M ﹤0.01%
1,818,244
-178,454
2947
$15.6M ﹤0.01%
896,318
-1,547,458
2948
$15.6M ﹤0.01%
788,033
-830,063
2949
$15.6M ﹤0.01%
370,954
-411,444
2950
$15.6M ﹤0.01%
205,158
-173,624
116 117
118
119 120