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
3651
$6.51M ﹤0.01%
169,793
-68,731
3652
$6.49M ﹤0.01%
499,270
-358,108
3653
$6.49M ﹤0.01%
126,969
-177,101
3654
$6.47M ﹤0.01%
1,050,517
-2,467,927
3655
$6.45M ﹤0.01%
899,513
+515,393
3656
$6.44M ﹤0.01%
628,608
-527,144
3657
$6.43M ﹤0.01%
250,000
-250,000
3658
$6.43M ﹤0.01%
731,295
-2,508,673
3659
$6.43M ﹤0.01%
517,843
-393,417
3660
$6.42M ﹤0.01%
313,324
+203,520
3661
$6.42M ﹤0.01%
191,379
-400,045
3662
$6.42M ﹤0.01%
333,236
-341,788
3663
$6.41M ﹤0.01%
160,337
-132,449
3664
$6.4M ﹤0.01%
241,061
-415,619
3665
$6.4M ﹤0.01%
173,747
-216,399
3666
$6.4M ﹤0.01%
173,766
-241,512
3667
$6.4M ﹤0.01%
419,828
-918,942
3668
$6.39M ﹤0.01%
99,725
-144,321
3669
$6.37M ﹤0.01%
2,664,169
-1,475,537
3670
$6.36M ﹤0.01%
841,872
-868,612
3671
$6.35M ﹤0.01%
298,034
-116,352
3672
$6.35M ﹤0.01%
373,263
-333,841
3673
$6.35M ﹤0.01%
227,795
-323,761
3674
$6.31M ﹤0.01%
220,372
-281,294
3675
$6.31M ﹤0.01%
490,317
-754,373
145 146
147
148 149