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
3351
$9.61M ﹤0.01%
328,934
-243,814
3352
$9.61M ﹤0.01%
601,811
-177,143
3353
$9.6M ﹤0.01%
1,157,021
-300,387
3354
$9.57M ﹤0.01%
440,164
-352,282
3355
$9.56M ﹤0.01%
222,706
-932
3356
$9.56M ﹤0.01%
254,207
-95,644
3357
$9.56M ﹤0.01%
792,414
-1,636,616
3358
$9.55M ﹤0.01%
56,885
-47,661
3359
$9.54M ﹤0.01%
192,155
-163,321
3360
$9.52M ﹤0.01%
736,666
-740,886
3361
$9.49M ﹤0.01%
104,637
-73,219
3362
$9.47M ﹤0.01%
291,680
-289,550
3363
$9.46M ﹤0.01%
812,622
-2,165,898
3364
$9.43M ﹤0.01%
211,331
-154,901
3365
$9.4M ﹤0.01%
3,080,552
-2,624,352
3366
$9.39M ﹤0.01%
191,882
-287,016
3367
$9.37M ﹤0.01%
248,895
-326,611
3368
$9.36M ﹤0.01%
236,760
-350,616
3369
$9.36M ﹤0.01%
482,696
-514,340
3370
$9.34M ﹤0.01%
3,113,539
-3,353,635
3371
$9.33M ﹤0.01%
156,134
-212,734
3372
$9.31M ﹤0.01%
244,645
+154,227
3373
$9.3M ﹤0.01%
658,000
-963,136
3374
$9.3M ﹤0.01%
513,073
-473,755
3375
$9.3M ﹤0.01%
1,388,102
-749,774