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
3676
$6.3M ﹤0.01%
622,573
-3,908,903
3677
$6.29M ﹤0.01%
184,207
-177,427
3678
$6.29M ﹤0.01%
385,066
-390,028
3679
$6.29M ﹤0.01%
820,873
-832,079
3680
$6.28M ﹤0.01%
527,907
-544,457
3681
$6.27M ﹤0.01%
239,168
-227,524
3682
$6.27M ﹤0.01%
123,004
-118,928
3683
$6.26M ﹤0.01%
619,091
-643,851
3684
$6.25M ﹤0.01%
747,034
-1,695,312
3685
$6.24M ﹤0.01%
482,948
-293,390
3686
$6.24M ﹤0.01%
272,637
-387,647
3687
$6.22M ﹤0.01%
+381,796
3688
$6.22M ﹤0.01%
222,815
-156,037
3689
$6.21M ﹤0.01%
101,452
-30,674
3690
$6.21M ﹤0.01%
400,205
-326,547
3691
$6.2M ﹤0.01%
1,508,648
-2,537,288
3692
$6.2M ﹤0.01%
496,808
-605,800
3693
$6.2M ﹤0.01%
136,616
-312,700
3694
$6.19M ﹤0.01%
123,598
-251,710
3695
$6.19M ﹤0.01%
759,767
-776,951
3696
$6.18M ﹤0.01%
208,941
-85,967
3697
$6.18M ﹤0.01%
447,115
-462,139
3698
$6.18M ﹤0.01%
687,733
-717,563
3699
$6.18M ﹤0.01%
580,559
-1,214,949
3700
$6.17M ﹤0.01%
514,163
-495,481
146 147
148
149 150