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
3201
$11.6M ﹤0.01%
249,198
+63,492
3202
$11.6M ﹤0.01%
823,025
-1,676,625
3203
$11.6M ﹤0.01%
1,361,481
-916,505
3204
$11.6M ﹤0.01%
111,628
-118,704
3205
$11.5M ﹤0.01%
616,653
-528,811
3206
$11.5M ﹤0.01%
473,887
-417,511
3207
$11.5M ﹤0.01%
402,508
-364,742
3208
$11.5M ﹤0.01%
1,028,335
-1,307,123
3209
$11.5M ﹤0.01%
2,595,835
-9,984,675
3210
$11.5M ﹤0.01%
229,182
+96,154
3211
$11.5M ﹤0.01%
139,557
-111,961
3212
$11.5M ﹤0.01%
1,011,842
-2,177,896
3213
$11.5M ﹤0.01%
108,508
-102,982
3214
$11.5M ﹤0.01%
461,636
-361,154
3215
$11.5M ﹤0.01%
924,036
-2,355,048
3216
$11.5M ﹤0.01%
1,109,497
-1,066,943
3217
$11.5M ﹤0.01%
573,201
-538,627
3218
$11.5M ﹤0.01%
3,936,183
-3,479,455
3219
$11.4M ﹤0.01%
269,583
-380,003
3220
$11.4M ﹤0.01%
475,486
-630,616
3221
$11.4M ﹤0.01%
173,615
-88,567
3222
$11.4M ﹤0.01%
1,471,600
-1,295,000
3223
$11.4M ﹤0.01%
240,510
-210,436
3224
$11.4M ﹤0.01%
1,753,541
-3,708,739
3225
$11.4M ﹤0.01%
+193,442
127 128
129
130 131