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
3551
$7.25M ﹤0.01%
96,060
-218,302
3552
$7.24M ﹤0.01%
720,147
-1,030,925
3553
$7.24M ﹤0.01%
793,481
-774,775
3554
$7.24M ﹤0.01%
106,162
-117,338
3555
$7.22M ﹤0.01%
157,440
-675,536
3556
$7.21M ﹤0.01%
337,534
+123,366
3557
$7.2M ﹤0.01%
522,552
-1,146,626
3558
$7.2M ﹤0.01%
550,664
-471,518
3559
$7.2M ﹤0.01%
186,899
-307,803
3560
$7.17M ﹤0.01%
402,175
-344,811
3561
$7.17M ﹤0.01%
47,966
-29,360
3562
$7.17M ﹤0.01%
1,318,125
-1,099,471
3563
$7.17M ﹤0.01%
1,219,200
-1,411,332
3564
$7.16M ﹤0.01%
831,043
-938,427
3565
$7.15M ﹤0.01%
1,447,896
-1,314,174
3566
$7.15M ﹤0.01%
165,782
-33,702
3567
$7.14M ﹤0.01%
483,241
-365,773
3568
$7.14M ﹤0.01%
1,042,434
-1,018,004
3569
$7.14M ﹤0.01%
1,902,851
-20,316,313
3570
$7.14M ﹤0.01%
879,804
-973,288
3571
$7.12M ﹤0.01%
444,105
-325,179
3572
$7.11M ﹤0.01%
204,318
-272,830
3573
$7.11M ﹤0.01%
167,668
-186,446
3574
$7.1M ﹤0.01%
193,824
-203,904
3575
$7.09M ﹤0.01%
179,439
-146,307
141 142
143
144 145