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
651
$281M 0.02%
2,869,824
-2,237,354
652
$280M 0.02%
1,428,991
-1,414,259
653
$280M 0.02%
3,574,858
-2,366,130
654
$280M 0.02%
2,157,521
-1,627,241
655
$279M 0.02%
2,724,919
-2,719,295
656
$277M 0.02%
3,458,435
-3,913,179
657
$277M 0.02%
1,862,653
-1,110,467
658
$276M 0.02%
6,589,502
-6,677,138
659
$273M 0.02%
12,601,370
-21,312,630
660
$273M 0.02%
693,880
-611,894
661
$273M 0.02%
3,961,506
-3,906,384
662
$272M 0.02%
1,464,008
-1,494,032
663
$271M 0.02%
755,237
-1,381,313
664
$270M 0.02%
864,296
-557,074
665
$270M 0.02%
+4,729,259
666
$269M 0.02%
2,043,845
-1,343,599
667
$269M 0.02%
3,273,024
-1,043,020
668
$268M 0.02%
5,652,224
-5,833,120
669
$268M 0.02%
2,549,971
-2,707,367
670
$267M 0.02%
415,837
-409,799
671
$266M 0.02%
1,417,964
-1,315,850
672
$265M 0.02%
2,852,575
-516,049
673
$264M 0.02%
3,366,064
-3,950,242
674
$264M 0.02%
666,879
-1,380,825
675
$264M 0.02%
4,181,248
-5,398,332
25 26
27
28 29