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
3076
$13.5M ﹤0.01%
830,447
-240,901
3077
$13.5M ﹤0.01%
352,548
-383,804
3078
$13.5M ﹤0.01%
477,519
-216,265
3079
$13.4M ﹤0.01%
2,476,375
-2,149,343
3080
$13.4M ﹤0.01%
1,014,891
-585,845
3081
$13.4M ﹤0.01%
442,264
-556,808
3082
$13.4M ﹤0.01%
383,546
+261,016
3083
$13.4M ﹤0.01%
319,739
-335,467
3084
$13.4M ﹤0.01%
815,634
-1,251,022
3085
$13.3M ﹤0.01%
1,847,187
-3,212,249
3086
$13.3M ﹤0.01%
860,412
-789,906
3087
$13.3M ﹤0.01%
913,435
-1,071,441
3088
$13.3M ﹤0.01%
398,841
-496,725
3089
$13.3M ﹤0.01%
894,924
+417,042
3090
$13.3M ﹤0.01%
255,003
+147,527
3091
$13.3M ﹤0.01%
3,225,716
-1,729,662
3092
$13.2M ﹤0.01%
378,542
-349,910
3093
$13.2M ﹤0.01%
158,055
-703,689
3094
$13.2M ﹤0.01%
816,516
+53,641
3095
$13.2M ﹤0.01%
1,783,732
-745,338
3096
$13.2M ﹤0.01%
1,055,736
-492,912
3097
$13.2M ﹤0.01%
117,707
-213,057
3098
$13.2M ﹤0.01%
1,193,954
-155,784
3099
$13.2M ﹤0.01%
1,409,979
-836,527
3100
$13.1M ﹤0.01%
2,116,681
-3,554,067
122 123
124
125 126