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
3601
$6.91M ﹤0.01%
110,072
-115,222
3602
$6.9M ﹤0.01%
930,254
-2,275,080
3603
$6.89M ﹤0.01%
592,321
-517,393
3604
$6.89M ﹤0.01%
419,443
-540,487
3605
$6.87M ﹤0.01%
522,038
-427,212
3606
$6.87M ﹤0.01%
282,639
-234,743
3607
$6.84M ﹤0.01%
52,541
-140,863
3608
$6.84M ﹤0.01%
457,421
-499,383
3609
$6.84M ﹤0.01%
288,235
-407,595
3610
$6.83M ﹤0.01%
374,718
-75,640
3611
$6.83M ﹤0.01%
433,929
-829,695
3612
$6.81M ﹤0.01%
337,607
-189,311
3613
$6.79M ﹤0.01%
800,950
+51,650
3614
$6.79M ﹤0.01%
275,720
-285,054
3615
$6.76M ﹤0.01%
250,358
-422,118
3616
$6.76M ﹤0.01%
958,546
-56,422
3617
$6.75M ﹤0.01%
212,508
-1,616,476
3618
$6.75M ﹤0.01%
171,976
+167,862
3619
$6.74M ﹤0.01%
91,738
-220,450
3620
$6.74M ﹤0.01%
522,009
-549,027
3621
$6.74M ﹤0.01%
1,308,405
-4,497,681
3622
$6.73M ﹤0.01%
361,656
-749,234
3623
$6.72M ﹤0.01%
1,245,362
-242,066
3624
$6.7M ﹤0.01%
636,445
-555,589
3625
$6.69M ﹤0.01%
188,630
-260,208
143 144
145
146 147