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
1251
$93.4M 0.01%
2,185,694
-1,735,128
1252
$93.3M 0.01%
1,358,164
-1,534,090
1253
$92.9M 0.01%
2,170,992
-2,096,942
1254
$92.9M 0.01%
4,799,205
-9,943,737
1255
$92.7M 0.01%
1,993,602
-2,326,604
1256
$92.5M 0.01%
805,561
-769,993
1257
$92.5M 0.01%
720,337
-1,095,813
1258
$91.9M 0.01%
9,427,431
-8,951,255
1259
$91.9M 0.01%
2,809,849
-3,410,987
1260
$91.7M 0.01%
5,976,071
-11,054,669
1261
$91.7M 0.01%
1,929,966
-2,068,284
1262
$91.6M 0.01%
207,924
-157,224
1263
$91.2M 0.01%
630,865
-852,947
1264
$91.1M 0.01%
3,259,044
-2,800,940
1265
$91M 0.01%
351,635
-177,179
1266
$91M 0.01%
890,767
-1,010,333
1267
$90.7M 0.01%
3,204,414
-2,081,964
1268
$90.6M 0.01%
4,322,829
-6,031,649
1269
$90.3M 0.01%
405,298
-268,198
1270
$90.2M 0.01%
1,305,429
-1,422,105
1271
$90.1M 0.01%
2,594,738
-2,248,860
1272
$90.1M 0.01%
1,561,057
-1,379,399
1273
$89.9M 0.01%
722,914
-734,804
1274
$89.6M 0.01%
2,073,624
-1,698,000
1275
$89.6M 0.01%
5,301,801
-1,960,877
49 50
51
52 53