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
751
$219M 0.02%
1,660,516
-2,045,590
752
$217M 0.02%
7,658,030
-2,982,880
753
$216M 0.02%
12,909,579
-7,689,903
754
$216M 0.02%
4,230,904
-4,205,490
755
$215M 0.02%
1,802,253
-1,842,513
756
$215M 0.02%
4,963,278
-5,362,504
757
$215M 0.02%
2,837,359
-4,266,781
758
$214M 0.02%
4,107,111
-4,981,827
759
$213M 0.02%
11,708,206
-11,803,158
760
$213M 0.02%
15,534,868
-18,607,448
761
$212M 0.02%
5,956,701
-5,447,227
762
$211M 0.02%
3,925,512
-1,938,562
763
$211M 0.02%
2,367,932
-2,189,204
764
$210M 0.02%
7,608,026
-6,973,122
765
$210M 0.02%
3,169,613
-646,407
766
$210M 0.02%
+9,727,311
767
$209M 0.02%
1,924,663
-1,790,819
768
$209M 0.02%
1,986,083
+413,517
769
$208M 0.02%
10,795,264
-9,982,968
770
$208M 0.02%
396,357
-267,097
771
$208M 0.02%
4,496,052
-2,608,014
772
$207M 0.02%
1,075,156
-2,028,318
773
$206M 0.02%
2,374,267
-3,328,495
774
$206M 0.02%
7,049,919
-7,314,439
775
$206M 0.02%
1,699,168
-1,339,646
29 30
31
32 33