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
3126
$12.7M ﹤0.01%
557,920
-499,484
3127
$12.7M ﹤0.01%
522,695
-521,673
3128
$12.7M ﹤0.01%
328,777
-154,135
3129
$12.7M ﹤0.01%
5,240,542
-8,843,728
3130
$12.7M ﹤0.01%
622,622
-691,802
3131
$12.6M ﹤0.01%
399,806
+10,300
3132
$12.6M ﹤0.01%
1,892,390
-4,085,900
3133
$12.6M ﹤0.01%
1,129,258
-2,368,230
3134
$12.6M ﹤0.01%
174,701
-137,241
3135
$12.6M ﹤0.01%
280,224
-331,800
3136
$12.6M ﹤0.01%
1,993,973
-6,827,741
3137
$12.6M ﹤0.01%
952,523
-1,780,959
3138
$12.6M ﹤0.01%
2,112,240
-2,525,222
3139
$12.6M ﹤0.01%
293,633
-280,505
3140
$12.6M ﹤0.01%
614,783
-728,841
3141
$12.6M ﹤0.01%
1,553,536
-3,810,148
3142
$12.5M ﹤0.01%
1,446,572
+353,014
3143
$12.5M ﹤0.01%
1,373,228
-1,572,652
3144
$12.5M ﹤0.01%
187,962
-234,862
3145
$12.5M ﹤0.01%
494,659
-499,967
3146
$12.5M ﹤0.01%
318,377
-64,975
3147
$12.5M ﹤0.01%
1,373,035
+726,725
3148
$12.4M ﹤0.01%
1,002,592
-1,781,118
3149
$12.4M ﹤0.01%
1,850,716
-2,667,686
3150
$12.4M ﹤0.01%
144,151
-229,333
124 125
126
127 128