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
3501
$7.81M ﹤0.01%
359,527
-409,153
3502
$7.8M ﹤0.01%
136,213
-284,805
3503
$7.79M ﹤0.01%
196,041
-113,149
3504
$7.78M ﹤0.01%
748,314
-561,834
3505
$7.76M ﹤0.01%
220,575
-1,171,265
3506
$7.74M ﹤0.01%
1,234,688
-1,051,282
3507
$7.72M ﹤0.01%
331,318
-596,548
3508
$7.71M ﹤0.01%
274,616
-288,778
3509
$7.71M ﹤0.01%
791,334
-573,404
3510
$7.66M ﹤0.01%
122,673
-107,037
3511
$7.66M ﹤0.01%
344,091
-400,643
3512
$7.66M ﹤0.01%
623,366
-796,116
3513
$7.65M ﹤0.01%
146,714
-141,272
3514
$7.63M ﹤0.01%
229,510
-377,080
3515
$7.62M ﹤0.01%
172,396
-213,866
3516
$7.61M ﹤0.01%
106,750
+84,262
3517
$7.61M ﹤0.01%
237,965
-290,517
3518
$7.61M ﹤0.01%
291,084
-269,400
3519
$7.61M ﹤0.01%
165,600
-493,850
3520
$7.6M ﹤0.01%
1,583,924
-3,323,066
3521
$7.55M ﹤0.01%
133,377
-144,941
3522
$7.55M ﹤0.01%
1,592,292
+1,410,470
3523
$7.53M ﹤0.01%
985,696
+233,622
3524
$7.53M ﹤0.01%
381,450
-515,584
3525
$7.51M ﹤0.01%
480,539
-621,841
139 140
141
142 143