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
1151
$106M 0.01%
1,338,343
-547,725
1152
$106M 0.01%
3,309,349
-2,607,567
1153
$106M 0.01%
9,542,436
-10,562,618
1154
$106M 0.01%
1,412,272
-1,401,406
1155
$106M 0.01%
412,310
-653,130
1156
$105M 0.01%
845,478
-1,451,428
1157
$105M 0.01%
1,669,848
-2,233,760
1158
$105M 0.01%
1,114,170
-675,582
1159
$105M 0.01%
1,393,620
-1,384,838
1160
$105M 0.01%
1,794,689
-1,751,759
1161
$105M 0.01%
3,930,251
-6,201,881
1162
$105M 0.01%
5,004,226
-1,262,180
1163
$105M 0.01%
8,070,452
-1,458,240
1164
$105M 0.01%
3,147,968
-3,254,142
1165
$104M 0.01%
2,892,970
-4,128,102
1166
$104M 0.01%
1,051,228
-1,186,220
1167
$104M 0.01%
309,874
-596,088
1168
$104M 0.01%
887,760
-829,614
1169
$104M 0.01%
1,108,747
-1,053,791
1170
$104M 0.01%
2,564,760
-2,416,312
1171
$103M 0.01%
5,139,769
-4,592,267
1172
$103M 0.01%
2,945,536
-3,915,368
1173
$103M 0.01%
1,791,543
-1,549,237
1174
$103M 0.01%
835,500
-872,422
1175
$103M 0.01%
3,738,417
-2,496,015
45 46
47
48 49