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
4301
$2.67M ﹤0.01%
22,316
-15,027
4302
$2.67M ﹤0.01%
244,882
-126,638
4303
$2.66M ﹤0.01%
113,501
-254,295
4304
$2.66M ﹤0.01%
125,722
-127,516
4305
$2.64M ﹤0.01%
47,790
-45,270
4306
$2.64M ﹤0.01%
309,702
-320,238
4307
$2.64M ﹤0.01%
123,949
-114,123
4308
$2.64M ﹤0.01%
500,473
-456,605
4309
$2.63M ﹤0.01%
63,393
-351,463
4310
$2.63M ﹤0.01%
185,821
-81,205
4311
$2.63M ﹤0.01%
282,160
-204,596
4312
$2.62M ﹤0.01%
200,760
-264,604
4313
$2.62M ﹤0.01%
499,002
-810,480
4314
$2.62M ﹤0.01%
16,985
-19,843
4315
$2.61M ﹤0.01%
150,093
-104,075
4316
$2.61M ﹤0.01%
115,917
-188,229
4317
$2.61M ﹤0.01%
585,864
-565,020
4318
$2.6M ﹤0.01%
128,841
-145,841
4319
$2.59M ﹤0.01%
255,381
-424,783
4320
$2.59M ﹤0.01%
103,826
-113,222
4321
$2.58M ﹤0.01%
218,412
-250,382
4322
$2.58M ﹤0.01%
94,429
-175,631
4323
$2.58M ﹤0.01%
279,298
-300,126
4324
$2.57M ﹤0.01%
62,299
-64,495
4325
$2.57M ﹤0.01%
344,140
-290,344
171 172
173
174 175