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
1551
$62.9M 0.01%
341,102
-330,282
1552
$62.9M 0.01%
1,927,124
-1,075,966
1553
$62.8M 0.01%
730,820
-643,174
1554
$62.7M 0.01%
543,286
-840,834
1555
$62.7M 0.01%
752,602
-488,902
1556
$62.5M 0.01%
3,141,290
-3,562,352
1557
$62.4M 0.01%
3,807,089
-3,857,339
1558
$62.3M 0.01%
1,160,591
-1,089,171
1559
$62.3M 0.01%
813,511
-725,989
1560
$62.2M 0.01%
1,153,466
-1,199,350
1561
$62.2M 0.01%
933,536
-1,830,862
1562
$62.1M 0.01%
1,286,435
-1,149,637
1563
$62M 0.01%
789,685
-956,813
1564
$61.9M 0.01%
1,082,211
-637,095
1565
$61.9M 0.01%
3,659,932
-4,548,316
1566
$61.7M 0.01%
3,856,783
-2,196,737
1567
$61.7M ﹤0.01%
583,112
-686,384
1568
$61.7M ﹤0.01%
2,833,827
-2,023,999
1569
$61.7M ﹤0.01%
432,648
-530,108
1570
$61.5M ﹤0.01%
1,179,588
-778,362
1571
$61.4M ﹤0.01%
3,443,482
-2,656,440
1572
$61.4M ﹤0.01%
4,096,704
-3,649,594
1573
$61.4M ﹤0.01%
470,521
-415,895
1574
$61.3M ﹤0.01%
1,004,686
-601,910
1575
$61.1M ﹤0.01%
+1,225,484
61 62
63
64 65