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
3801
$5.38M ﹤0.01%
217,915
-276,225
3802
$5.38M ﹤0.01%
146,312
-260,876
3803
$5.37M ﹤0.01%
226,928
-203,174
3804
$5.36M ﹤0.01%
333,172
-629,220
3805
$5.36M ﹤0.01%
136,637
-212,525
3806
$5.36M ﹤0.01%
324,806
-203,784
3807
$5.36M ﹤0.01%
716,976
-541,274
3808
$5.34M ﹤0.01%
388,344
-364,418
3809
$5.33M ﹤0.01%
47,619
-116,011
3810
$5.33M ﹤0.01%
168,316
-253,772
3811
$5.33M ﹤0.01%
127,540
-108,644
3812
$5.33M ﹤0.01%
236,892
-687,768
3813
$5.31M ﹤0.01%
261,453
-270,145
3814
$5.31M ﹤0.01%
111,169
-103,347
3815
$5.3M ﹤0.01%
1,694,760
-5,260,274
3816
$5.29M ﹤0.01%
1,127,949
-1,617,223
3817
$5.28M ﹤0.01%
130,210
-150,056
3818
$5.28M ﹤0.01%
421,637
-522,111
3819
$5.27M ﹤0.01%
1,109,538
-1,092,986
3820
$5.26M ﹤0.01%
2,667,943
-3,625,219
3821
$5.25M ﹤0.01%
282,948
-6,064
3822
$5.25M ﹤0.01%
181,128
-156,936
3823
$5.24M ﹤0.01%
352,928
+9,402
3824
$5.24M ﹤0.01%
242,770
+117,154
3825
$5.24M ﹤0.01%
330,294
-350,796
151 152
153
154 155