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
801
$198M 0.02%
3,956,538
-4,722,524
802
$197M 0.02%
647,966
-590,198
803
$197M 0.02%
3,016,770
-2,504,572
804
$197M 0.02%
9,522,734
-4,950,828
805
$196M 0.02%
568,522
-641,266
806
$195M 0.02%
3,827,708
-3,389,418
807
$195M 0.02%
6,394,524
-1,874,790
808
$195M 0.02%
3,223,183
-2,153,995
809
$194M 0.02%
1,543,149
-2,234,191
810
$194M 0.02%
7,766,850
-2,675,224
811
$194M 0.02%
5,164,507
-3,194,323
812
$193M 0.02%
4,483,250
-5,108,770
813
$193M 0.02%
1,899,017
-1,982,239
814
$192M 0.02%
2,548,633
-1,819,913
815
$192M 0.02%
4,586,330
-4,753,488
816
$192M 0.02%
3,708,641
-2,685,447
817
$192M 0.02%
4,489,546
-4,376,606
818
$192M 0.02%
2,303,615
-1,870,451
819
$192M 0.02%
1,112,724
-1,241,948
820
$191M 0.02%
7,288,242
-6,761,224
821
$191M 0.02%
8,407,566
-8,161,324
822
$191M 0.02%
3,608,758
-6,424,050
823
$191M 0.02%
1,236,837
-1,395,085
824
$190M 0.02%
1,228,600
-1,642,380
825
$190M 0.02%
4,371,079
-4,502,919
31 32
33
34 35