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
1451
$70.1M 0.01%
2,854,886
-1,777,168
1452
$70M 0.01%
2,412,619
-2,173,389
1453
$69.9M 0.01%
260,125
-101,563
1454
$69.9M 0.01%
1,376,801
-1,821,273
1455
$69.8M 0.01%
650,721
-518,545
1456
$69.8M 0.01%
4,268,718
-3,832,772
1457
$69.6M 0.01%
24,218,280
-12,750,352
1458
$69.6M 0.01%
8,606,328
-4,561,010
1459
$69.6M 0.01%
4,984,405
-4,510,675
1460
$69.6M 0.01%
3,480,789
-4,015,145
1461
$69.5M 0.01%
266,616
-323,250
1462
$69.4M 0.01%
4,655,380
-2,751,084
1463
$69.4M 0.01%
4,995,623
-4,699,447
1464
$69.4M 0.01%
855,488
-1,737,698
1465
$69.2M 0.01%
471,459
-444,589
1466
$69M 0.01%
6,140,715
-6,235,981
1467
$69M 0.01%
800,897
-1,298,041
1468
$68.8M 0.01%
1,717,445
-1,462,661
1469
$68.6M 0.01%
330,511
-369,301
1470
$68.6M 0.01%
1,307,337
-1,764,243
1471
$68.5M 0.01%
2,405,223
-2,942,011
1472
$68.5M 0.01%
3,695,786
-4,352,894
1473
$68.4M 0.01%
779,750
-744,826
1474
$68.4M 0.01%
2,390,187
-2,847,652
1475
$68.4M 0.01%
3,085,418
-2,930,948
57 58
59
60 61