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
3951
$4.37M ﹤0.01%
1,923,797
-1,784,509
3952
$4.33M ﹤0.01%
757,600
-704,728
3953
$4.32M ﹤0.01%
369,470
-610,834
3954
$4.3M ﹤0.01%
266,207
-268,775
3955
$4.3M ﹤0.01%
306,027
-857,397
3956
$4.3M ﹤0.01%
1,181,601
-423,487
3957
$4.3M ﹤0.01%
305,665
-245,023
3958
$4.28M ﹤0.01%
291,731
-56,211
3959
$4.28M ﹤0.01%
267,102
+126,146
3960
$4.27M ﹤0.01%
101,016
-105,612
3961
$4.27M ﹤0.01%
68,244
-117,368
3962
$4.26M ﹤0.01%
440,571
-464,741
3963
$4.26M ﹤0.01%
119,406
-64,522
3964
$4.26M ﹤0.01%
137,002
-97,446
3965
$4.25M ﹤0.01%
90,644
-176,508
3966
$4.25M ﹤0.01%
198,251
+186,425
3967
$4.24M ﹤0.01%
2,209,520
-1,439,830
3968
$4.24M ﹤0.01%
264,709
-317,163
3969
$4.22M ﹤0.01%
119,464
-178,740
3970
$4.21M ﹤0.01%
677,500
-1,425,910
3971
$4.21M ﹤0.01%
430,435
-431,713
3972
$4.21M ﹤0.01%
40,621
-40,319
3973
$4.21M ﹤0.01%
189,517
-208,979
3974
$4.2M ﹤0.01%
791,807
-785,597
3975
$4.2M ﹤0.01%
514,183
+103,501
157 158
159
160 161