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
3976
$4.2M ﹤0.01%
177,588
+120,512
3977
$4.19M ﹤0.01%
1,313,736
-1,228,131
3978
$4.19M ﹤0.01%
148,639
-156,317
3979
$4.18M ﹤0.01%
136,822
-134,566
3980
$4.18M ﹤0.01%
92,248
-143,350
3981
$4.18M ﹤0.01%
432,274
-195,620
3982
$4.17M ﹤0.01%
44,892
-66,448
3983
$4.17M ﹤0.01%
81,289
-114,263
3984
$4.16M ﹤0.01%
89,356
-97,086
3985
$4.16M ﹤0.01%
1,428,948
-2,279,112
3986
$4.15M ﹤0.01%
329,424
-220,830
3987
$4.15M ﹤0.01%
336,521
-887,751
3988
$4.15M ﹤0.01%
204,421
-878,125
3989
$4.14M ﹤0.01%
300,297
-787,331
3990
$4.14M ﹤0.01%
310,375
-268,143
3991
$4.14M ﹤0.01%
+78,918
3992
$4.14M ﹤0.01%
300,823
-659,839
3993
$4.13M ﹤0.01%
343,856
-355,298
3994
$4.13M ﹤0.01%
+160,302
3995
$4.12M ﹤0.01%
425,493
-487,219
3996
$4.12M ﹤0.01%
+279,082
3997
$4.11M ﹤0.01%
406,461
-260,955
3998
$4.11M ﹤0.01%
521,718
-500,336
3999
$4.11M ﹤0.01%
668,687
-400,449
4000
$4.11M ﹤0.01%
118,523
-159,165
158 159
160
161 162