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
4326
$2.57M ﹤0.01%
107,159
-71,893
4327
$2.56M ﹤0.01%
34,478
-42,946
4328
$2.56M ﹤0.01%
45,385
-43,857
4329
$2.56M ﹤0.01%
844,224
-219,200
4330
$2.55M ﹤0.01%
+89,235
4331
$2.55M ﹤0.01%
265,943
-363,901
4332
$2.55M ﹤0.01%
19,861
-16,537
4333
$2.55M ﹤0.01%
531,940
-589,280
4334
$2.54M ﹤0.01%
47,587
-29,349
4335
$2.54M ﹤0.01%
23,659
-123,675
4336
$2.54M ﹤0.01%
63,134
-59,868
4337
$2.53M ﹤0.01%
208,253
-156,927
4338
$2.53M ﹤0.01%
1,291,857
-1,961,281
4339
$2.53M ﹤0.01%
310,849
-355,189
4340
$2.53M ﹤0.01%
109,066
-61,058
4341
$2.53M ﹤0.01%
93,123
-111,031
4342
$2.53M ﹤0.01%
146,777
-178,437
4343
$2.52M ﹤0.01%
32,210
-37,798
4344
$2.52M ﹤0.01%
192,576
-174,118
4345
$2.52M ﹤0.01%
237,160
-11,942
4346
$2.51M ﹤0.01%
228,770
-2,099,958
4347
$2.51M ﹤0.01%
81,285
-182,641
4348
$2.5M ﹤0.01%
72,531
-75,657
4349
$2.5M ﹤0.01%
358,407
-449,593
4350
$2.49M ﹤0.01%
201,699
-252,649
172 173
174
175 176