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
1176
$103M 0.01%
1,903,668
-130,432
1177
$102M 0.01%
7,118,842
-5,496,736
1178
$102M 0.01%
810,532
-596,140
1179
$102M 0.01%
1,515,070
-2,451,736
1180
$102M 0.01%
6,124,027
-3,779,839
1181
$101M 0.01%
173,112
-66,658
1182
$101M 0.01%
2,045,384
-2,241,032
1183
$101M 0.01%
4,456,899
-1,824,981
1184
$101M 0.01%
2,351,713
-2,558,599
1185
$101M 0.01%
1,519,941
-1,943,833
1186
$101M 0.01%
675,281
-937,909
1187
$101M 0.01%
1,394,370
-1,218,724
1188
$101M 0.01%
6,038,075
-9,094,925
1189
$101M 0.01%
1,782,191
-2,010,195
1190
$101M 0.01%
736,624
-710,566
1191
$100M 0.01%
1,058,689
-1,277,061
1192
$100M 0.01%
5,177,117
-6,026,297
1193
$100M 0.01%
544,556
-537,508
1194
$100M 0.01%
3,517,504
+659,782
1195
$100M 0.01%
1,314,193
-1,164,721
1196
$100M 0.01%
1,083,910
-172,592
1197
$100M 0.01%
3,447,180
-5,356,026
1198
$99.8M 0.01%
13,725,904
+6,271,752
1199
$99.7M 0.01%
1,343,066
-3,183,754
1200
$99.6M 0.01%
709,185
-651,529
46 47
48
49 50