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
3926
$4.5M ﹤0.01%
973,839
-1,122,855
3927
$4.49M ﹤0.01%
665,663
-1,097,775
3928
$4.49M ﹤0.01%
427,908
-559,356
3929
$4.48M ﹤0.01%
642,169
+203,851
3930
$4.47M ﹤0.01%
66,501
-276,079
3931
$4.47M ﹤0.01%
198,750
-337,458
3932
$4.47M ﹤0.01%
826,057
-415,363
3933
$4.47M ﹤0.01%
104,711
-169,749
3934
$4.46M ﹤0.01%
69,987
-88,387
3935
$4.46M ﹤0.01%
122,166
-674,154
3936
$4.45M ﹤0.01%
20,515
-23,275
3937
$4.45M ﹤0.01%
219,359
-223,353
3938
$4.45M ﹤0.01%
104,003
+2,629
3939
$4.45M ﹤0.01%
175,241
-206,501
3940
$4.44M ﹤0.01%
368,267
-5,867,657
3941
$4.44M ﹤0.01%
420,288
-667,608
3942
$4.43M ﹤0.01%
533,316
-493,276
3943
$4.42M ﹤0.01%
176,051
-129,955
3944
$4.42M ﹤0.01%
84,351
-92,729
3945
$4.42M ﹤0.01%
237,846
-230,850
3946
$4.42M ﹤0.01%
+172,284
3947
$4.41M ﹤0.01%
690,473
+527,735
3948
$4.4M ﹤0.01%
1,642,360
-567,640
3949
$4.39M ﹤0.01%
51,803
-73,753
3950
$4.38M ﹤0.01%
+166,487
156 157
158
159 160