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
1526
$63.9M 0.01%
2,372,911
-1,327,865
1527
$63.8M 0.01%
906,878
-5,123,162
1528
$63.8M 0.01%
291,162
-298,048
1529
$63.8M 0.01%
518,328
-464,588
1530
$63.8M 0.01%
962,336
-1,054,132
1531
$63.7M 0.01%
3,434,841
-3,397,876
1532
$63.7M 0.01%
282,022
-2,302,756
1533
$63.7M 0.01%
728,222
-699,238
1534
$63.7M 0.01%
4,537,487
-4,289,753
1535
$63.6M 0.01%
11,826,355
-9,681,793
1536
$63.6M 0.01%
528,824
-438,576
1537
$63.5M 0.01%
1,032,381
-723,447
1538
$63.5M 0.01%
898,721
-797,731
1539
$63.5M 0.01%
3,878,238
-3,831,218
1540
$63.5M 0.01%
3,484,946
+797,588
1541
$63.4M 0.01%
11,013,182
-8,947,262
1542
$63.4M 0.01%
3,465,927
-2,041,965
1543
$63.4M 0.01%
2,073,197
-2,159,317
1544
$63.4M 0.01%
1,150,198
-1,082,034
1545
$63.3M 0.01%
815,371
-679,261
1546
$63.2M 0.01%
630,194
-1,795,052
1547
$63.1M 0.01%
1,082,433
-10,987,467
1548
$63.1M 0.01%
2,280,450
-1,869,514
1549
$63M 0.01%
275,907
-389,625
1550
$63M 0.01%
3,362,975
-3,990,657
60 61
62
63 64