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
3451
$8.42M ﹤0.01%
803,933
-754,361
3452
$8.41M ﹤0.01%
397,153
-435,673
3453
$8.4M ﹤0.01%
632,765
-1,292,111
3454
$8.39M ﹤0.01%
316,112
-367,410
3455
$8.37M ﹤0.01%
612,033
+477,161
3456
$8.36M ﹤0.01%
343,342
-408,844
3457
$8.36M ﹤0.01%
177,444
+18,038
3458
$8.36M ﹤0.01%
120,570
-110,096
3459
$8.36M ﹤0.01%
641,609
-624,595
3460
$8.34M ﹤0.01%
201,367
-208,863
3461
$8.32M ﹤0.01%
290,949
-388,831
3462
$8.29M ﹤0.01%
1,222,050
-1,008,114
3463
$8.28M ﹤0.01%
128,857
-127,765
3464
$8.28M ﹤0.01%
1,080,316
-1,109,608
3465
$8.24M ﹤0.01%
1,333,463
-760,901
3466
$8.23M ﹤0.01%
413,527
-517,609
3467
$8.23M ﹤0.01%
293,186
-393,894
3468
$8.22M ﹤0.01%
414,576
-381,394
3469
$8.21M ﹤0.01%
121,531
-20,685
3470
$8.2M ﹤0.01%
330,041
-755,697
3471
$8.2M ﹤0.01%
415,201
-563,251
3472
$8.15M ﹤0.01%
749,495
-562,721
3473
$8.15M ﹤0.01%
264,638
-222,822
3474
$8.14M ﹤0.01%
186,194
+27,702
3475
$8.12M ﹤0.01%
303,799
-106,359
137 138
139
140 141