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
3776
$5.6M ﹤0.01%
192,346
-248,312
3777
$5.59M ﹤0.01%
373,091
-271,003
3778
$5.57M ﹤0.01%
+608,590
3779
$5.56M ﹤0.01%
128,063
-70,989
3780
$5.55M ﹤0.01%
1,849,957
-1,340,127
3781
$5.54M ﹤0.01%
255,917
-32,635
3782
$5.54M ﹤0.01%
145,704
-145,704
3783
$5.53M ﹤0.01%
150,640
-122,718
3784
$5.53M ﹤0.01%
468,168
-552,938
3785
$5.52M ﹤0.01%
2,209,264
-825,164
3786
$5.5M ﹤0.01%
31,499
-20,871
3787
$5.49M ﹤0.01%
730,275
-764,663
3788
$5.49M ﹤0.01%
108,569
-1,333,117
3789
$5.48M ﹤0.01%
65,445
-47,307
3790
$5.47M ﹤0.01%
435,672
-368,150
3791
$5.46M ﹤0.01%
478,480
-682,286
3792
$5.46M ﹤0.01%
658,964
-3,666,780
3793
$5.45M ﹤0.01%
621,106
-302,120
3794
$5.45M ﹤0.01%
1,460,555
-2,172,141
3795
$5.44M ﹤0.01%
932,884
+89,242
3796
$5.41M ﹤0.01%
2,428,214
+1,631,870
3797
$5.41M ﹤0.01%
281,054
-305,478
3798
$5.4M ﹤0.01%
404,501
-838,751
3799
$5.39M ﹤0.01%
512,897
+206,311
3800
$5.39M ﹤0.01%
376,884
-1,171,336
150 151
152
153 154