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
701
$242M 0.02%
3,257,101
-3,487,837
702
$241M 0.02%
6,999,690
-6,358,650
703
$241M 0.02%
8,659,663
-9,206,933
704
$241M 0.02%
385,214
-226,306
705
$241M 0.02%
2,209,042
-1,996,586
706
$241M 0.02%
2,573,112
-1,719,020
707
$241M 0.02%
2,675,770
-1,095,520
708
$240M 0.02%
2,794,250
-2,308,482
709
$239M 0.02%
1,226,030
-1,078,744
710
$238M 0.02%
1,388,572
-641,378
711
$238M 0.02%
1,789,283
-1,572,703
712
$238M 0.02%
5,810,871
-5,514,539
713
$237M 0.02%
2,462,728
-2,521,200
714
$236M 0.02%
14,203,962
-5,244,440
715
$236M 0.02%
5,142,354
-3,819,140
716
$236M 0.02%
1,642,350
-1,658,588
717
$236M 0.02%
1,244,074
-1,424,906
718
$235M 0.02%
12,544,873
-6,040,997
719
$235M 0.02%
1,821,239
-1,463,495
720
$234M 0.02%
850,023
-728,631
721
$234M 0.02%
11,050,300
-2,168,728
722
$233M 0.02%
2,704,741
-4,124,711
723
$233M 0.02%
1,962,455
-2,040,553
724
$233M 0.02%
14,754,974
-24,859,570
725
$233M 0.02%
4,937,017
-6,438,479
27 28
29
30 31