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
3376
$9.26M ﹤0.01%
347,389
-364,367
3377
$9.25M ﹤0.01%
1,002,680
-457,410
3378
$9.23M ﹤0.01%
266,908
-333,424
3379
$9.22M ﹤0.01%
1,007,549
-1,374,845
3380
$9.19M ﹤0.01%
1,494,110
-1,768,374
3381
$9.17M ﹤0.01%
143,162
+76,920
3382
$9.17M ﹤0.01%
581,328
-499,398
3383
$9.16M ﹤0.01%
768,194
-1,525,620
3384
$9.16M ﹤0.01%
196,028
-149,594
3385
$9.16M ﹤0.01%
4,819,365
-4,220,767
3386
$9.16M ﹤0.01%
253,826
-541,758
3387
$9.15M ﹤0.01%
851,346
-596,922
3388
$9.14M ﹤0.01%
238,555
-184,149
3389
$9.13M ﹤0.01%
871,385
-722,711
3390
$9.13M ﹤0.01%
1,450,749
-584,235
3391
$9.11M ﹤0.01%
208,218
-77,878
3392
$9.1M ﹤0.01%
409,006
-875,594
3393
$9.08M ﹤0.01%
161,564
+148,456
3394
$9.08M ﹤0.01%
339,521
-247,387
3395
$9.07M ﹤0.01%
226,809
-480,201
3396
$9.05M ﹤0.01%
331,129
-632,339
3397
$9.05M ﹤0.01%
136,138
+740
3398
$9.03M ﹤0.01%
243,248
-279,182
3399
$9.01M ﹤0.01%
424,262
-2,397,280
3400
$9M ﹤0.01%
205,440
-255,412
134 135
136
137 138