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
4026
$3.99M ﹤0.01%
376,451
-232,805
4027
$3.97M ﹤0.01%
339,363
-328,711
4028
$3.97M ﹤0.01%
111,095
-60,133
4029
$3.96M ﹤0.01%
576,880
-819,088
4030
$3.96M ﹤0.01%
408,141
-300,153
4031
$3.95M ﹤0.01%
450,891
-520,059
4032
$3.94M ﹤0.01%
155,048
-185,762
4033
$3.93M ﹤0.01%
104,025
+97,669
4034
$3.92M ﹤0.01%
204,682
-206,596
4035
$3.92M ﹤0.01%
+360,892
4036
$3.92M ﹤0.01%
181,893
-141,241
4037
$3.91M ﹤0.01%
102,113
-94,919
4038
$3.91M ﹤0.01%
285,627
-2,290,931
4039
$3.91M ﹤0.01%
64,332
-107,296
4040
$3.9M ﹤0.01%
158,307
-193,753
4041
$3.88M ﹤0.01%
203,398
-149,406
4042
$3.87M ﹤0.01%
111,498
-45,368
4043
$3.87M ﹤0.01%
172,592
-175,672
4044
$3.87M ﹤0.01%
146,721
-162,787
4045
$3.87M ﹤0.01%
371,951
-316,029
4046
$3.87M ﹤0.01%
186,140
-253,908
4047
$3.86M ﹤0.01%
421,847
-141,293
4048
$3.86M ﹤0.01%
298,978
-418,386
4049
$3.85M ﹤0.01%
586,793
-2,862,619
4050
$3.85M ﹤0.01%
2,332,832
-23,551,006
160 161
162
163 164