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
3526
$7.5M ﹤0.01%
578,018
-519,882
3527
$7.48M ﹤0.01%
319,983
-785,743
3528
$7.47M ﹤0.01%
338,214
-374,944
3529
$7.46M ﹤0.01%
412,096
-501,188
3530
$7.43M ﹤0.01%
336,167
-315,389
3531
$7.42M ﹤0.01%
217,548
-392,084
3532
$7.41M ﹤0.01%
53,074
-53,110
3533
$7.41M ﹤0.01%
311,224
-266,238
3534
$7.4M ﹤0.01%
179,745
+179,743
3535
$7.38M ﹤0.01%
599,694
-568,212
3536
$7.38M ﹤0.01%
458,725
+241,595
3537
$7.35M ﹤0.01%
398,633
-747,839
3538
$7.35M ﹤0.01%
1,284,683
-4,455,729
3539
$7.35M ﹤0.01%
396,028
-305,026
3540
$7.34M ﹤0.01%
181,083
-238,159
3541
$7.34M ﹤0.01%
1,334,338
-2,495,714
3542
$7.32M ﹤0.01%
542,478
-544,628
3543
$7.32M ﹤0.01%
725,008
+125,823
3544
$7.32M ﹤0.01%
231,518
-26,480
3545
$7.31M ﹤0.01%
599,760
-871,484
3546
$7.29M ﹤0.01%
549,555
-1,400,577
3547
$7.28M ﹤0.01%
1,089,274
-738,878
3548
$7.28M ﹤0.01%
563,082
-503,866
3549
$7.25M ﹤0.01%
441,896
-229,548
3550
$7.25M ﹤0.01%
334,905
-114,017
140 141
142
143 144