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
1301
$86.2M 0.01%
2,097,932
-2,464,056
1302
$86.1M 0.01%
1,530,529
-562,079
1303
$86M 0.01%
1,612,598
-1,406,260
1304
$85.9M 0.01%
2,076,746
-2,531,780
1305
$85.9M 0.01%
793,102
-849,894
1306
$85.4M 0.01%
808,568
-757,774
1307
$85.4M 0.01%
19,370,655
-19,242,479
1308
$85.2M 0.01%
736,673
-709,159
1309
$85M 0.01%
2,347,980
-2,077,100
1310
$85M 0.01%
1,135,797
-1,173,239
1311
$84.9M 0.01%
2,877,788
-1,602,902
1312
$84.7M 0.01%
21,282,865
-19,151,883
1313
$84.5M 0.01%
3,246,280
-1,118,114
1314
$84.3M 0.01%
448,804
-234,424
1315
$84.2M 0.01%
2,187,881
-2,180,273
1316
$84M 0.01%
6,373,516
-2,132,870
1317
$83.5M 0.01%
1,547,563
-1,774,115
1318
$83M 0.01%
1,370,537
-1,131,391
1319
$83M 0.01%
535,452
-634,676
1320
$82.9M 0.01%
2,874,149
-1,432,841
1321
$82.7M 0.01%
1,854,163
-437,185
1322
$82.6M 0.01%
2,079,688
-1,354,582
1323
$82.6M 0.01%
1,074,248
-1,043,164
1324
$82.5M 0.01%
729,768
-105,700
1325
$82.4M 0.01%
5,434,073
-3,858,195
51 52
53
54 55