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
3151
$12.4M ﹤0.01%
654,149
-399,745
3152
$12.4M ﹤0.01%
328,339
-420,895
3153
$12.4M ﹤0.01%
227,539
-241,915
3154
$12.3M ﹤0.01%
204,953
-362,835
3155
$12.3M ﹤0.01%
1,226,643
-14,956,813
3156
$12.3M ﹤0.01%
395,374
-306,870
3157
$12.3M ﹤0.01%
262,490
-277,596
3158
$12.3M ﹤0.01%
707,920
-2,027,350
3159
$12.3M ﹤0.01%
2,576,720
-1,675,214
3160
$12.2M ﹤0.01%
2,891,032
-2,761,798
3161
$12.2M ﹤0.01%
2,720,395
+1,156,521
3162
$12.2M ﹤0.01%
223,984
-168,106
3163
$12.1M ﹤0.01%
281,503
-322,507
3164
$12.1M ﹤0.01%
253,525
-362,637
3165
$12.1M ﹤0.01%
797,294
-1,276,002
3166
$12.1M ﹤0.01%
225,300
-243,536
3167
$12.1M ﹤0.01%
77,025
-119,253
3168
$12M ﹤0.01%
499,296
-226,668
3169
$12M ﹤0.01%
265,024
-368,594
3170
$12M ﹤0.01%
259,051
-250,107
3171
$12M ﹤0.01%
2,100,661
-946,553
3172
$12M ﹤0.01%
92,402
-59,780
3173
$12M ﹤0.01%
1,989,770
-2,384,266
3174
$12M ﹤0.01%
134,007
-154,603
3175
$12M ﹤0.01%
936,140
-1,672,496
125 126
127
128 129