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
3876
$4.82M ﹤0.01%
1,001,551
-986,431
3877
$4.82M ﹤0.01%
444,665
-527,695
3878
$4.81M ﹤0.01%
360,888
-316,124
3879
$4.8M ﹤0.01%
687,061
-1,165,657
3880
$4.8M ﹤0.01%
261,650
-537,236
3881
$4.8M ﹤0.01%
133,002
-171,352
3882
$4.8M ﹤0.01%
192,118
+13,322
3883
$4.79M ﹤0.01%
219,952
-197,130
3884
$4.79M ﹤0.01%
49,014
-60,884
3885
$4.78M ﹤0.01%
908,851
+447,659
3886
$4.78M ﹤0.01%
220,248
-306,324
3887
$4.77M ﹤0.01%
198,874
-368,184
3888
$4.75M ﹤0.01%
200,221
-191,667
3889
$4.75M ﹤0.01%
877,580
-870,835
3890
$4.74M ﹤0.01%
558,044
-390,296
3891
$4.74M ﹤0.01%
177,492
+121,002
3892
$4.73M ﹤0.01%
113,940
-203,600
3893
$4.73M ﹤0.01%
1,064,501
+850,747
3894
$4.72M ﹤0.01%
96,327
-41,119
3895
$4.71M ﹤0.01%
106,565
+39,415
3896
$4.71M ﹤0.01%
33,119
-37,183
3897
$4.71M ﹤0.01%
455,674
-406,284
3898
$4.68M ﹤0.01%
135,055
-147,783
3899
$4.66M ﹤0.01%
193,180
-77,340
3900
$4.65M ﹤0.01%
128,422
-114,366
154 155
156
157 158