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
1051
$123M 0.01%
4,391,955
-3,530,353
1052
$123M 0.01%
10,418,596
-10,383,208
1053
$123M 0.01%
659,704
-785,978
1054
$123M 0.01%
2,065,282
-1,474,988
1055
$123M 0.01%
536,208
-383,256
1056
$123M 0.01%
25,448,741
-24,018,587
1057
$123M 0.01%
3,623,468
-3,187,506
1058
$123M 0.01%
3,405,270
-3,911,886
1059
$122M 0.01%
2,350,938
-1,635,676
1060
$122M 0.01%
383,934
-385,680
1061
$121M 0.01%
2,678,357
-2,695,151
1062
$120M 0.01%
635,295
-604,559
1063
$120M 0.01%
1,996,497
-2,315,669
1064
$120M 0.01%
624,066
-638,436
1065
$120M 0.01%
2,703,496
-3,476,936
1066
$120M 0.01%
3,229,963
-4,179,949
1067
$119M 0.01%
2,742,991
-1,747,467
1068
$119M 0.01%
922,838
-815,456
1069
$119M 0.01%
1,298,571
-1,261,271
1070
$119M 0.01%
18,913,843
-11,062,983
1071
$119M 0.01%
5,813,127
-5,291,807
1072
$119M 0.01%
723,061
-554,273
1073
$119M 0.01%
2,430,098
-5,767,414
1074
$118M 0.01%
504,511
-594,595
1075
$118M 0.01%
1,665,152
+128,632
41 42
43
44 45