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
3301
$10.3M ﹤0.01%
1,276,844
-797,136
3302
$10.3M ﹤0.01%
706,852
+509,816
3303
$10.3M ﹤0.01%
1,079,653
-353,545
3304
$10.2M ﹤0.01%
220,302
-196,566
3305
$10.2M ﹤0.01%
174,197
-167,859
3306
$10.2M ﹤0.01%
559,625
-668,435
3307
$10.2M ﹤0.01%
606,818
-657,514
3308
$10.2M ﹤0.01%
511,088
-1,206,576
3309
$10.2M ﹤0.01%
403,863
-1,710,791
3310
$10.2M ﹤0.01%
2,008,045
-4,265,331
3311
$10.2M ﹤0.01%
932,062
-798,780
3312
$10.2M ﹤0.01%
473,506
-289,496
3313
$10.2M ﹤0.01%
224,961
-266,515
3314
$10.1M ﹤0.01%
1,722,951
+150,867
3315
$10.1M ﹤0.01%
685,439
-1,327,275
3316
$10.1M ﹤0.01%
825,601
+825,549
3317
$10.1M ﹤0.01%
405,864
-304,388
3318
$10.1M ﹤0.01%
470,678
-692,064
3319
$10M ﹤0.01%
204,611
-1,909
3320
$10M ﹤0.01%
202,329
-235,421
3321
$10M ﹤0.01%
576,476
-1,244,494
3322
$10M ﹤0.01%
207,982
-212,370
3323
$9.99M ﹤0.01%
661,740
+112,198
3324
$9.98M ﹤0.01%
2,248,829
-3,062,089
3325
$9.98M ﹤0.01%
612,653
-1,646,863
131 132
133
134 135