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
1501
$66.4M 0.01%
3,760,853
-4,742,689
1502
$66.3M 0.01%
1,577,803
-2,161,693
1503
$66.3M 0.01%
1,536,790
-452,890
1504
$66.2M 0.01%
190,089
-408,999
1505
$66.2M 0.01%
661,144
-278,076
1506
$66.1M 0.01%
310,013
-235,721
1507
$65.9M 0.01%
810,316
-839,428
1508
$65.7M 0.01%
1,149,727
-892,483
1509
$65.6M 0.01%
3,618,555
-2,691,941
1510
$65.5M 0.01%
701,997
-660,653
1511
$65.5M 0.01%
3,337,680
-3,504,710
1512
$65.2M 0.01%
908,334
-849,394
1513
$65.2M 0.01%
1,126,653
-853,935
1514
$65M 0.01%
939,797
-1,544,243
1515
$65M 0.01%
1,388,402
-1,517,064
1516
$64.7M 0.01%
1,309,463
-941,395
1517
$64.5M 0.01%
1,485,740
-875,240
1518
$64.5M 0.01%
1,410,523
-2,642,413
1519
$64.4M 0.01%
1,687,511
-1,062,397
1520
$64.3M 0.01%
4,384,445
-3,801,075
1521
$64.2M 0.01%
2,082,074
-1,074,246
1522
$64.2M 0.01%
3,877,248
-2,405,868
1523
$64.1M 0.01%
717,678
-749,192
1524
$64.1M 0.01%
3,961,521
-4,216,471
1525
$64M 0.01%
3,205,290
-3,642,242
59 60
61
62 63