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
4351
$2.49M ﹤0.01%
947,059
-850,607
4352
$2.48M ﹤0.01%
128,612
-153,624
4353
$2.47M ﹤0.01%
38,772
-41,394
4354
$2.46M ﹤0.01%
298,540
-439,287
4355
$2.46M ﹤0.01%
263,448
-209,620
4356
$2.46M ﹤0.01%
258,573
-298,131
4357
$2.45M ﹤0.01%
679,660
-421,434
4358
$2.44M ﹤0.01%
473,585
-470,791
4359
$2.44M ﹤0.01%
109,167
-101,231
4360
$2.43M ﹤0.01%
1,211,263
-1,056,421
4361
$2.42M ﹤0.01%
27,508
-51,294
4362
$2.42M ﹤0.01%
78,796
-105,338
4363
$2.42M ﹤0.01%
70,408
-104,000
4364
$2.42M ﹤0.01%
117,643
-19,289
4365
$2.42M ﹤0.01%
73,704
+46,566
4366
$2.42M ﹤0.01%
203,763
-264,363
4367
$2.42M ﹤0.01%
323,138
-455,586
4368
$2.41M ﹤0.01%
93,764
-112,708
4369
$2.41M ﹤0.01%
102,232
-62,464
4370
$2.4M ﹤0.01%
55,973
-61,047
4371
$2.39M ﹤0.01%
240,679
-460,899
4372
$2.39M ﹤0.01%
1,196,510
-749,112
4373
$2.39M ﹤0.01%
443,350
-804,735
4374
$2.39M ﹤0.01%
125,497
-348,077
4375
$2.39M ﹤0.01%
49,934
-7,608
173 174
175
176 177