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
4376
$2.38M ﹤0.01%
213,629
-866,883
4377
$2.38M ﹤0.01%
195,683
-249,005
4378
$2.38M ﹤0.01%
46,381
-37,077
4379
$2.37M ﹤0.01%
56,001
-56,871
4380
$2.37M ﹤0.01%
223,149
-183,245
4381
$2.37M ﹤0.01%
40,802
-13,008
4382
$2.36M ﹤0.01%
317,049
-448,209
4383
$2.36M ﹤0.01%
746,941
+84,177
4384
$2.35M ﹤0.01%
107,859
-111,409
4385
$2.35M ﹤0.01%
318,111
-210,788
4386
$2.35M ﹤0.01%
474,555
-452,451
4387
$2.35M ﹤0.01%
348,107
-6,625
4388
$2.35M ﹤0.01%
26,031
-25,265
4389
$2.35M ﹤0.01%
250,679
-250,187
4390
$2.34M ﹤0.01%
57,106
-67,884
4391
$2.34M ﹤0.01%
90,879
+64,679
4392
$2.34M ﹤0.01%
129,369
-147,579
4393
$2.33M ﹤0.01%
198,321
+79,763
4394
$2.33M ﹤0.01%
203,505
+188,757
4395
$2.32M ﹤0.01%
20,694
-45,308
4396
$2.31M ﹤0.01%
445,047
+57,989
4397
$2.31M ﹤0.01%
150,064
-105,448
4398
$2.31M ﹤0.01%
33,211
-34,421
4399
$2.29M ﹤0.01%
297,144
-203,664
4400
$2.29M ﹤0.01%
298,676
-294,198
174 175
176
177 178