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
4426
$2.18M ﹤0.01%
79,612
-73,076
4427
$2.18M ﹤0.01%
158,524
-73,538
4428
$2.17M ﹤0.01%
37,083
-46,411
4429
$2.16M ﹤0.01%
112,140
-108,206
4430
$2.15M ﹤0.01%
22,304
-21,444
4431
$2.15M ﹤0.01%
111,460
+29,988
4432
$2.15M ﹤0.01%
24,592
+10,514
4433
$2.15M ﹤0.01%
1,442,958
-1,701,512
4434
$2.15M ﹤0.01%
669,130
-1,218,468
4435
$2.15M ﹤0.01%
93,535
-71,803
4436
$2.14M ﹤0.01%
314,148
-564,774
4437
$2.13M ﹤0.01%
414,497
-1,795,129
4438
$2.13M ﹤0.01%
413,318
-434,068
4439
$2.13M ﹤0.01%
39,890
-49,670
4440
$2.13M ﹤0.01%
540,887
-1,059,079
4441
$2.12M ﹤0.01%
41,612
-45,140
4442
$2.12M ﹤0.01%
83,238
-207,410
4443
$2.1M ﹤0.01%
557,740
-519,570
4444
$2.1M ﹤0.01%
225,358
-363,708
4445
$2.1M ﹤0.01%
95,466
-146,450
4446
$2.08M ﹤0.01%
1,098,379
-1,083,659
4447
$2.08M ﹤0.01%
47,342
-97,880
4448
$2.08M ﹤0.01%
52,365
-58,377
4449
$2.08M ﹤0.01%
231,130
-186,393
4450
$2.07M ﹤0.01%
42,059
-49,083
176 177
178
179 180