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
1476
$68.3M 0.01%
1,117,944
-985,998
1477
$68.3M 0.01%
1,161,882
-2,067,450
1478
$68.2M 0.01%
2,908,658
-2,525,918
1479
$68.2M 0.01%
1,994,333
-1,861,359
1480
$68.2M 0.01%
1,124,535
-1,091,421
1481
$68.1M 0.01%
512,044
-21,354
1482
$68M 0.01%
1,617,392
-1,858,474
1483
$67.9M 0.01%
3,561,993
-3,239,993
1484
$67.9M 0.01%
962,577
-854,189
1485
$67.8M 0.01%
3,033,298
-9,359,490
1486
$67.7M 0.01%
3,716,048
-2,925,478
1487
$67.6M 0.01%
944,996
-1,064,176
1488
$67.6M 0.01%
2,247,213
-1,368,803
1489
$67.6M 0.01%
1,558,923
-1,802,599
1490
$67.4M 0.01%
3,184,415
-1,337,467
1491
$67.2M 0.01%
373,309
-260,199
1492
$67.2M 0.01%
5,379,881
-3,916,157
1493
$67.2M 0.01%
2,484,569
-1,967,075
1494
$67.2M 0.01%
2,322,082
-2,297,038
1495
$66.9M 0.01%
954,858
-3,848,306
1496
$66.9M 0.01%
918,645
-899,503
1497
$66.8M 0.01%
1,339,789
-1,652,615
1498
$66.6M 0.01%
2,095,858
-2,239,846
1499
$66.6M 0.01%
6,055,964
-4,488,760
1500
$66.5M 0.01%
2,100,497
-2,028,871
58 59
60
61 62