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
3276
$10.7M ﹤0.01%
1,506,586
-3,023,852
3277
$10.7M ﹤0.01%
234,514
-236,424
3278
$10.7M ﹤0.01%
2,352,879
+79,279
3279
$10.7M ﹤0.01%
942,032
-993,226
3280
$10.6M ﹤0.01%
235,097
-43,437
3281
$10.6M ﹤0.01%
580,231
-510,229
3282
$10.6M ﹤0.01%
99,670
-100,820
3283
$10.5M ﹤0.01%
203,344
+161,251
3284
$10.5M ﹤0.01%
354,888
+112,436
3285
$10.5M ﹤0.01%
1,592,956
-1,505,755
3286
$10.5M ﹤0.01%
446,160
+190,484
3287
$10.5M ﹤0.01%
103,060
-56,702
3288
$10.5M ﹤0.01%
457,797
+178,517
3289
$10.5M ﹤0.01%
329,576
-636,880
3290
$10.5M ﹤0.01%
272,822
-779,744
3291
$10.5M ﹤0.01%
483,049
-383,835
3292
$10.4M ﹤0.01%
86,185
-71,875
3293
$10.4M ﹤0.01%
882,141
-871,361
3294
$10.4M ﹤0.01%
158,571
-172,691
3295
$10.4M ﹤0.01%
244,316
-475,758
3296
$10.4M ﹤0.01%
1,753,485
-1,377,075
3297
$10.3M ﹤0.01%
295,945
-444,341
3298
$10.3M ﹤0.01%
886,539
-816,447
3299
$10.3M ﹤0.01%
180,407
-342,923
3300
$10.3M ﹤0.01%
308,063
-1,128,719
130 131
132
133 134