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
1351
$79.7M 0.01%
6,497,204
-9,043,766
1352
$79.6M 0.01%
853,759
-862,027
1353
$79.4M 0.01%
1,709,608
-5,921,296
1354
$79.1M 0.01%
687,186
-636,038
1355
$79M 0.01%
3,518,805
-2,425,371
1356
$79M 0.01%
3,089,852
-5,401,024
1357
$78.1M 0.01%
4,410,426
-3,932,644
1358
$78M 0.01%
1,029,884
-1,509,190
1359
$77.9M 0.01%
1,575,083
-1,126,617
1360
$77.8M 0.01%
7,441,327
-6,281,711
1361
$77.8M 0.01%
1,306,626
-1,382,264
1362
$77.7M 0.01%
7,591,456
-7,700,410
1363
$77.6M 0.01%
1,069,789
-257,421
1364
$77.6M 0.01%
785,159
-914,899
1365
$77.4M 0.01%
813,289
-281,237
1366
$77.4M 0.01%
2,519,537
-2,399,439
1367
$77.4M 0.01%
1,997,934
-2,252,666
1368
$77.3M 0.01%
4,261,334
-2,958,636
1369
$77.3M 0.01%
1,817,697
-1,760,511
1370
$77.1M 0.01%
2,466,856
-2,963,904
1371
$77.1M 0.01%
288,606
-15,230
1372
$77M 0.01%
3,075,185
-3,755,865
1373
$77M 0.01%
1,088,294
-999,754
1374
$76.9M 0.01%
4,726,287
-7,349,697
1375
$76.8M 0.01%
1,232,760
+85,240
53 54
55
56 57