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
4401
$2.28M ﹤0.01%
18,002
-5,124
4402
$2.28M ﹤0.01%
99,900
-43,316
4403
$2.27M ﹤0.01%
223,001
-219,739
4404
$2.26M ﹤0.01%
35,412
-99,290
4405
$2.26M ﹤0.01%
90,122
-37,492
4406
$2.25M ﹤0.01%
22,908
-22,756
4407
$2.25M ﹤0.01%
+95,136
4408
$2.25M ﹤0.01%
161,275
-614,553
4409
$2.25M ﹤0.01%
65,257
-46,143
4410
$2.24M ﹤0.01%
159,061
-359,469
4411
$2.23M ﹤0.01%
+76,719
4412
$2.23M ﹤0.01%
13,649
-15,023
4413
$2.22M ﹤0.01%
98,706
+97,854
4414
$2.21M ﹤0.01%
317,706
-694,770
4415
$2.21M ﹤0.01%
327,099
-1,606,889
4416
$2.21M ﹤0.01%
252,101
-235,107
4417
$2.21M ﹤0.01%
16,466
-39,230
4418
$2.21M ﹤0.01%
222,209
-31,779
4419
$2.2M ﹤0.01%
65,565
-71,033
4420
$2.2M ﹤0.01%
421,620
-695,342
4421
$2.19M ﹤0.01%
339,823
-209,665
4422
$2.18M ﹤0.01%
180,483
-479,809
4423
$2.18M ﹤0.01%
60,093
-86,347
4424
$2.18M ﹤0.01%
760,620
-462,566
4425
$2.18M ﹤0.01%
131,902
-130,064
175 176
177
178 179