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
4476
$2M ﹤0.01%
80,047
-149,605
4477
$2M ﹤0.01%
1,263,511
-305,515
4478
$1.99M ﹤0.01%
917,143
+170,525
4479
$1.99M ﹤0.01%
411,136
+199,112
4480
$1.98M ﹤0.01%
+73,247
4481
$1.98M ﹤0.01%
93,309
-41,127
4482
$1.98M ﹤0.01%
247,652
-311,258
4483
$1.98M ﹤0.01%
159,295
-133,891
4484
$1.97M ﹤0.01%
62,836
-107,686
4485
$1.97M ﹤0.01%
139,408
-485,708
4486
$1.97M ﹤0.01%
39,606
+2,716
4487
$1.97M ﹤0.01%
134,249
-1,895,231
4488
$1.97M ﹤0.01%
375,329
-218,399
4489
$1.97M ﹤0.01%
298,855
-489,355
4490
$1.96M ﹤0.01%
761,002
-782,336
4491
$1.96M ﹤0.01%
191,698
-194,880
4492
$1.96M ﹤0.01%
361,843
-554,881
4493
$1.96M ﹤0.01%
501,738
-1,330,754
4494
$1.96M ﹤0.01%
37,342
-19,622
4495
$1.95M ﹤0.01%
46,881
+20,123
4496
$1.95M ﹤0.01%
161,407
-136,871
4497
$1.95M ﹤0.01%
63,598
-154,050
4498
$1.95M ﹤0.01%
59,740
-66,900
4499
$1.95M ﹤0.01%
90,869
-93,899
4500
$1.95M ﹤0.01%
32,675
-35,995
178 179
180
181 182