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
1326
$82.4M 0.01%
5,857,280
-4,982,110
1327
$82.2M 0.01%
704,292
-768,124
1328
$82M 0.01%
1,364,197
-1,106,647
1329
$81.9M 0.01%
999,371
-2,026,891
1330
$81.8M 0.01%
4,122,174
-4,663,942
1331
$81.7M 0.01%
1,166,589
+3,913
1332
$81.6M 0.01%
1,312,858
-1,588,682
1333
$81.5M 0.01%
8,146,403
-6,199,911
1334
$81.4M 0.01%
1,264,042
-2,157,364
1335
$81.3M 0.01%
3,396,289
-3,599,213
1336
$81.1M 0.01%
5,361,876
-2,558,484
1337
$81.1M 0.01%
3,268,890
-4,458,284
1338
$81M 0.01%
410,158
-637,046
1339
$81M 0.01%
2,115,279
-2,796,555
1340
$80.8M 0.01%
1,431,363
-1,900,855
1341
$80.7M 0.01%
1,260,243
-1,759,597
1342
$80.7M 0.01%
1,211,637
-1,251,401
1343
$80.6M 0.01%
5,232,379
-8,257,985
1344
$80.4M 0.01%
1,822,414
-1,108,176
1345
$80.2M 0.01%
9,673,185
-739,189
1346
$80.2M 0.01%
2,150,234
+546,792
1347
$80M 0.01%
1,978,368
-1,983,988
1348
$80M 0.01%
1,422,826
-353,342
1349
$79.9M 0.01%
984,916
-552,500
1350
$79.9M 0.01%
389,350
-829,572
52 53
54
55 56