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
2951
$15.5M ﹤0.01%
2,529,377
-3,101,199
2952
$15.5M ﹤0.01%
538,750
-475,367
2953
$15.5M ﹤0.01%
1,112,073
-711,795
2954
$15.5M ﹤0.01%
470,224
-846,822
2955
$15.4M ﹤0.01%
537,604
-610,230
2956
$15.4M ﹤0.01%
1,187,225
-692,693
2957
$15.3M ﹤0.01%
873,873
-1,994,605
2958
$15.3M ﹤0.01%
513,667
-536,755
2959
$15.3M ﹤0.01%
467,175
-654,057
2960
$15.3M ﹤0.01%
690,303
-637,033
2961
$15.3M ﹤0.01%
293,216
-573,326
2962
$15.3M ﹤0.01%
709,690
-701,258
2963
$15.3M ﹤0.01%
520,908
-696,676
2964
$15.3M ﹤0.01%
973,378
-992,940
2965
$15.2M ﹤0.01%
388,245
-534,073
2966
$15.2M ﹤0.01%
943,817
-899,705
2967
$15.2M ﹤0.01%
444,014
-411,520
2968
$15.2M ﹤0.01%
615,116
-515,650
2969
$15.2M ﹤0.01%
2,156,760
-2,203,106
2970
$15.1M ﹤0.01%
591,006
-907,534
2971
$15.1M ﹤0.01%
306,167
-112,679
2972
$15.1M ﹤0.01%
254,626
-262,112
2973
$15.1M ﹤0.01%
885,704
+110,938
2974
$15.1M ﹤0.01%
1,330,810
-1,476,786
2975
$15.1M ﹤0.01%
1,232,017
-4,069,907
117 118
119
120 121