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
3051
$13.9M ﹤0.01%
214,395
-180,633
3052
$13.9M ﹤0.01%
387,428
-404,776
3053
$13.9M ﹤0.01%
363,682
-686,670
3054
$13.9M ﹤0.01%
184,671
-361,575
3055
$13.9M ﹤0.01%
253,829
-262,575
3056
$13.8M ﹤0.01%
3,093,859
+2,452,719
3057
$13.8M ﹤0.01%
385,339
-342,073
3058
$13.8M ﹤0.01%
2,978,875
-2,963,805
3059
$13.8M ﹤0.01%
762,385
-2,082,043
3060
$13.8M ﹤0.01%
671,494
-783,704
3061
$13.8M ﹤0.01%
101,376
-96,348
3062
$13.8M ﹤0.01%
1,181,605
-1,522,159
3063
$13.7M ﹤0.01%
158,975
-101,151
3064
$13.7M ﹤0.01%
397,726
-416,398
3065
$13.7M ﹤0.01%
4,291,452
-6,614,238
3066
$13.7M ﹤0.01%
5,987,613
-3,262,369
3067
$13.6M ﹤0.01%
1,210,242
-1,889,072
3068
$13.6M ﹤0.01%
2,858,222
-1,647,452
3069
$13.6M ﹤0.01%
423,690
-125,974
3070
$13.6M ﹤0.01%
674,415
-637,897
3071
$13.6M ﹤0.01%
1,848,989
-1,580,749
3072
$13.6M ﹤0.01%
525,020
-221,224
3073
$13.6M ﹤0.01%
1,507,007
-1,104,849
3074
$13.5M ﹤0.01%
602,332
-888,914
3075
$13.5M ﹤0.01%
199,514
-104,910
121 122
123
124 125