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
1576
$61.1M ﹤0.01%
209,083
-276,725
1577
$61.1M ﹤0.01%
627,659
-871,221
1578
$61M ﹤0.01%
2,502,663
-2,153,251
1579
$61M ﹤0.01%
17,742,593
-27,233,577
1580
$61M ﹤0.01%
9,504,075
-7,806,547
1581
$61M ﹤0.01%
1,520,056
-2,228,524
1582
$61M ﹤0.01%
832,484
-660,072
1583
$61M ﹤0.01%
3,123,561
-1,000,803
1584
$61M ﹤0.01%
494,175
-600,043
1585
$60.8M ﹤0.01%
3,679,548
-10,980,170
1586
$60.8M ﹤0.01%
7,039,793
-5,671,283
1587
$60.7M ﹤0.01%
1,223,057
-1,078,231
1588
$60.7M ﹤0.01%
2,256,367
-2,008,755
1589
$60.5M ﹤0.01%
1,225,379
-1,074,745
1590
$60.4M ﹤0.01%
863,763
-599,931
1591
$60.2M ﹤0.01%
392,889
-339,549
1592
$60.2M ﹤0.01%
2,633,123
-1,681,019
1593
$60.1M ﹤0.01%
911,925
-366,835
1594
$60M ﹤0.01%
2,063,041
-429,477
1595
$60M ﹤0.01%
2,408,865
-1,889,489
1596
$60M ﹤0.01%
1,527,588
-1,720,720
1597
$59.9M ﹤0.01%
629,264
-373,662
1598
$59.8M ﹤0.01%
369,430
-440,232
1599
$59.7M ﹤0.01%
1,063,432
-1,062,522
1600
$59.6M ﹤0.01%
336,259
-187,615
62 63
64
65 66