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
3176
$12M ﹤0.01%
1,011,788
-960,776
3177
$12M ﹤0.01%
341,169
-440,097
3178
$11.9M ﹤0.01%
310,710
-331,526
3179
$11.9M ﹤0.01%
225,259
-247,099
3180
$11.9M ﹤0.01%
1,090,348
-684,292
3181
$11.9M ﹤0.01%
168,899
-211,217
3182
$11.9M ﹤0.01%
475,287
-447,623
3183
$11.9M ﹤0.01%
1,181,096
-5,066,178
3184
$11.8M ﹤0.01%
892,643
-764,707
3185
$11.8M ﹤0.01%
184,512
-165,096
3186
$11.8M ﹤0.01%
974,513
-1,088,817
3187
$11.8M ﹤0.01%
70,859
-60,255
3188
$11.8M ﹤0.01%
1,521,866
-1,137,266
3189
$11.8M ﹤0.01%
441,653
-411,971
3190
$11.8M ﹤0.01%
885,566
+191,764
3191
$11.7M ﹤0.01%
178,064
-82,588
3192
$11.7M ﹤0.01%
522,529
-472,357
3193
$11.7M ﹤0.01%
390,834
-474,388
3194
$11.7M ﹤0.01%
363,158
-415,868
3195
$11.6M ﹤0.01%
462,771
-461,677
3196
$11.6M ﹤0.01%
252,371
-302,829
3197
$11.6M ﹤0.01%
74,663
-54,875
3198
$11.6M ﹤0.01%
236,289
-482,327
3199
$11.6M ﹤0.01%
240,047
-262,943
3200
$11.6M ﹤0.01%
214,850
-206,268
126 127
128
129 130