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
3851
$5M ﹤0.01%
116,038
-392,454
3852
$5M ﹤0.01%
434,125
-264,143
3853
$4.99M ﹤0.01%
246,036
-378,656
3854
$4.99M ﹤0.01%
583,144
-222,602
3855
$4.98M ﹤0.01%
3,150,627
-2,382,523
3856
$4.97M ﹤0.01%
234,666
-352,518
3857
$4.96M ﹤0.01%
307,965
-313,129
3858
$4.96M ﹤0.01%
1,410,293
-1,689,215
3859
$4.94M ﹤0.01%
251,470
-130,166
3860
$4.93M ﹤0.01%
190,526
-332,154
3861
$4.91M ﹤0.01%
209,270
-200,354
3862
$4.91M ﹤0.01%
351,937
-400,541
3863
$4.91M ﹤0.01%
410,371
-407,947
3864
$4.91M ﹤0.01%
226,646
-311,382
3865
$4.89M ﹤0.01%
127,834
-175,846
3866
$4.88M ﹤0.01%
605,028
-395,722
3867
$4.87M ﹤0.01%
1,817,115
-1,518,259
3868
$4.86M ﹤0.01%
1,491,973
+249,721
3869
$4.85M ﹤0.01%
135,840
-555,644
3870
$4.85M ﹤0.01%
664,803
-671,439
3871
$4.84M ﹤0.01%
569,661
-618,775
3872
$4.83M ﹤0.01%
190,794
-178,378
3873
$4.83M ﹤0.01%
101,493
-92,351
3874
$4.83M ﹤0.01%
813,798
-489,256
3875
$4.82M ﹤0.01%
343,749
-338,975
153 154
155
156 157