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
1126
$109M 0.01%
2,546,048
-3,016,246
1127
$109M 0.01%
1,375,486
-882,160
1128
$109M 0.01%
2,269,543
-1,981,411
1129
$109M 0.01%
5,002,119
-6,495,371
1130
$109M 0.01%
634,783
-397,897
1131
$109M 0.01%
4,236,789
-672,345
1132
$109M 0.01%
4,851,475
-3,445,417
1133
$109M 0.01%
1,064,317
-1,149,155
1134
$108M 0.01%
6,757,585
-7,312,881
1135
$108M 0.01%
5,932,626
-4,857,412
1136
$108M 0.01%
593,210
-383,396
1137
$108M 0.01%
2,058,073
-1,784,067
1138
$108M 0.01%
1,633,375
-2,248,987
1139
$108M 0.01%
397,454
-367,870
1140
$108M 0.01%
3,123,880
-2,199,886
1141
$107M 0.01%
434,869
-257,389
1142
$107M 0.01%
1,662,330
-1,431,298
1143
$107M 0.01%
3,497,416
-6,669,020
1144
$107M 0.01%
6,759,747
-5,088,037
1145
$107M 0.01%
791,744
-568,302
1146
$106M 0.01%
1,339,573
-144,957
1147
$106M 0.01%
3,792,662
-3,910,086
1148
$106M 0.01%
2,252,946
-1,749,242
1149
$106M 0.01%
451,575
-498,703
1150
$106M 0.01%
1,354,363
-718,305
44 45
46
47 48