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
1601
$59.6M ﹤0.01%
973,587
-904,863
1602
$59.5M ﹤0.01%
879,612
-1,245,216
1603
$59.3M ﹤0.01%
1,771,039
-4,416,399
1604
$58.9M ﹤0.01%
384,102
-524,114
1605
$58.9M ﹤0.01%
6,938,304
-5,999,110
1606
$58.8M ﹤0.01%
4,206,338
-7,561,730
1607
$58.8M ﹤0.01%
5,129,596
-4,797,400
1608
$58.8M ﹤0.01%
3,028,723
-3,108,003
1609
$58.8M ﹤0.01%
2,386,300
-2,526,416
1610
$58.7M ﹤0.01%
458,431
-480,699
1611
$58.6M ﹤0.01%
3,130,268
-3,988,606
1612
$58.6M ﹤0.01%
5,319,847
-4,915,855
1613
$58.5M ﹤0.01%
475,235
-383,783
1614
$58.4M ﹤0.01%
2,752,893
-1,437,957
1615
$58.4M ﹤0.01%
559,154
-138,940
1616
$58.2M ﹤0.01%
377,912
-340,530
1617
$58.1M ﹤0.01%
1,125,651
-1,020,473
1618
$58M ﹤0.01%
683,977
-402,761
1619
$58M ﹤0.01%
9,456,689
-7,598,687
1620
$58M ﹤0.01%
928,202
-842,278
1621
$57.9M ﹤0.01%
585,512
-753,662
1622
$57.9M ﹤0.01%
797,505
-821,867
1623
$57.9M ﹤0.01%
1,376,920
-696,440
1624
$57.6M ﹤0.01%
47,634
-43,358
1625
$57.5M ﹤0.01%
1,116,051
-1,364,621
63 64
65
66 67