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
4076
$3.74M ﹤0.01%
865,161
-757,587
4077
$3.74M ﹤0.01%
783,379
-1,308,739
4078
$3.73M ﹤0.01%
241,859
-285,663
4079
$3.73M ﹤0.01%
160,737
-70,169
4080
$3.73M ﹤0.01%
260,558
-900,226
4081
$3.72M ﹤0.01%
267,069
-45,741
4082
$3.72M ﹤0.01%
176,093
+4,715
4083
$3.7M ﹤0.01%
323,442
-336,476
4084
$3.7M ﹤0.01%
118,590
-116,224
4085
$3.7M ﹤0.01%
144,962
-74,980
4086
$3.69M ﹤0.01%
202,816
-16,464
4087
$3.69M ﹤0.01%
186,867
-283,729
4088
$3.69M ﹤0.01%
408,063
-759,527
4089
$3.69M ﹤0.01%
149,397
+125,087
4090
$3.68M ﹤0.01%
265,842
-459,324
4091
$3.68M ﹤0.01%
4,955,756
-4,722,084
4092
$3.67M ﹤0.01%
38,740
-78,688
4093
$3.67M ﹤0.01%
71,511
-120,397
4094
$3.67M ﹤0.01%
242,915
-236,605
4095
$3.66M ﹤0.01%
86,171
-86,703
4096
$3.66M ﹤0.01%
33,967
-33,229
4097
$3.66M ﹤0.01%
+443,377
4098
$3.66M ﹤0.01%
606,581
+294,567
4099
$3.64M ﹤0.01%
402,766
-549,548
4100
$3.63M ﹤0.01%
146,326
-604,344
162 163
164
165 166