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
3226
$11.4M ﹤0.01%
607,423
-320,179
3227
$11.3M ﹤0.01%
1,016,552
-45,390
3228
$11.3M ﹤0.01%
315,248
-385,006
3229
$11.3M ﹤0.01%
388,240
-517,556
3230
$11.3M ﹤0.01%
982,055
-1,053,849
3231
$11.3M ﹤0.01%
255,881
-320,155
3232
$11.3M ﹤0.01%
404,182
-370,282
3233
$11.3M ﹤0.01%
222,903
-39,085
3234
$11.3M ﹤0.01%
868,941
-808,335
3235
$11.2M ﹤0.01%
706,125
-359,105
3236
$11.2M ﹤0.01%
665,411
-1,318,583
3237
$11.2M ﹤0.01%
756,620
-430,348
3238
$11.2M ﹤0.01%
149,758
-210,256
3239
$11.2M ﹤0.01%
4,302,455
-5,385,785
3240
$11.2M ﹤0.01%
333,968
-269,910
3241
$11.2M ﹤0.01%
186,031
-233,799
3242
$11.2M ﹤0.01%
112,319
-244,529
3243
$11.2M ﹤0.01%
504,620
-678,850
3244
$11.2M ﹤0.01%
2,966,050
-2,092,094
3245
$11.2M ﹤0.01%
135,749
-175,101
3246
$11.1M ﹤0.01%
1,425,180
+146,148
3247
$11.1M ﹤0.01%
188,668
-109,922
3248
$11.1M ﹤0.01%
145,340
-136,686
3249
$11.1M ﹤0.01%
306,805
-332,201
3250
$11.1M ﹤0.01%
118,836
-147,814
128 129
130
131 132