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
4201
$3.14M ﹤0.01%
65,515
-69,309
4202
$3.14M ﹤0.01%
186,069
-248,409
4203
$3.13M ﹤0.01%
+62,091
4204
$3.13M ﹤0.01%
338,487
-315,031
4205
$3.13M ﹤0.01%
41,721
-61,911
4206
$3.13M ﹤0.01%
374,132
-375,401
4207
$3.13M ﹤0.01%
167,686
-614,462
4208
$3.13M ﹤0.01%
100,044
-100,608
4209
$3.12M ﹤0.01%
271,615
-290,529
4210
$3.12M ﹤0.01%
211,948
-490,402
4211
$3.12M ﹤0.01%
79,588
-82,636
4212
$3.11M ﹤0.01%
155,846
-127,740
4213
$3.1M ﹤0.01%
54,937
+10,152
4214
$3.1M ﹤0.01%
51,972
-47,082
4215
$3.1M ﹤0.01%
376,677
-252,421
4216
$3.1M ﹤0.01%
385,045
-339,513
4217
$3.09M ﹤0.01%
1,757,549
-1,748,811
4218
$3.09M ﹤0.01%
103,447
-188,187
4219
$3.08M ﹤0.01%
200,714
-177,388
4220
$3.07M ﹤0.01%
194,734
-248,772
4221
$3.07M ﹤0.01%
150,533
-276,581
4222
$3.06M ﹤0.01%
314,897
-301,593
4223
$3.06M ﹤0.01%
120,225
-115,549
4224
$3.06M ﹤0.01%
188,097
-302,193
4225
$3.06M ﹤0.01%
69,799
-76,918
167 168
169
170 171