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
1101
$112M 0.01%
2,959,149
-3,168,341
1102
$112M 0.01%
68,789
-58,193
1103
$112M 0.01%
1,781,844
-337,538
1104
$112M 0.01%
2,119,050
-1,798,108
1105
$112M 0.01%
1,829,797
-1,909,405
1106
$112M 0.01%
1,691,423
-1,042,725
1107
$112M 0.01%
3,160,981
-1,765,143
1108
$111M 0.01%
5,386,533
-4,933,347
1109
$111M 0.01%
4,693,847
-4,855,615
1110
$111M 0.01%
3,780,170
-4,349,956
1111
$111M 0.01%
5,049,610
-4,848,350
1112
$111M 0.01%
3,245,336
-2,798,870
1113
$111M 0.01%
8,157,594
-5,102,260
1114
$111M 0.01%
1,474,584
-1,514,714
1115
$111M 0.01%
600,407
-760,923
1116
$111M 0.01%
1,077,277
-1,143,129
1117
$111M 0.01%
2,537,006
-2,078,848
1118
$111M 0.01%
2,348,375
-2,347,769
1119
$111M 0.01%
2,442,704
-1,687,858
1120
$111M 0.01%
3,371,284
+666,566
1121
$110M 0.01%
1,331,148
-1,887,580
1122
$110M 0.01%
669,568
-606,414
1123
$110M 0.01%
15,077,082
-6,467,792
1124
$110M 0.01%
1,933,886
-2,592,168
1125
$110M 0.01%
948,867
-1,039,425
43 44
45
46 47