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
3476
$8.12M ﹤0.01%
254,309
-338,047
3477
$8.11M ﹤0.01%
151,785
-163,597
3478
$8.1M ﹤0.01%
284,449
-937,499
3479
$8.03M ﹤0.01%
4,724,477
-4,359,079
3480
$8.03M ﹤0.01%
70,785
-57,731
3481
$8.01M ﹤0.01%
121,425
-90,259
3482
$7.99M ﹤0.01%
6,010,631
-5,970,685
3483
$7.95M ﹤0.01%
345,521
-391,747
3484
$7.95M ﹤0.01%
549,981
-496,891
3485
$7.95M ﹤0.01%
562,035
-468,044
3486
$7.94M ﹤0.01%
2,156,004
-1,997,777
3487
$7.94M ﹤0.01%
139,308
-127,820
3488
$7.92M ﹤0.01%
182,870
-280,442
3489
$7.91M ﹤0.01%
4,275,256
-9,236,828
3490
$7.9M ﹤0.01%
235,853
-385,189
3491
$7.89M ﹤0.01%
1,518,228
-2,001,408
3492
$7.89M ﹤0.01%
183,035
-598,921
3493
$7.89M ﹤0.01%
95,464
-107,978
3494
$7.88M ﹤0.01%
487,596
-331,176
3495
$7.87M ﹤0.01%
588,798
-666,058
3496
$7.86M ﹤0.01%
429,718
-420,596
3497
$7.85M ﹤0.01%
787,370
-2,371,870
3498
$7.84M ﹤0.01%
155,933
-168,049
3499
$7.83M ﹤0.01%
466,087
+51,741
3500
$7.81M ﹤0.01%
97,617
-110,255
138 139
140
141 142