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
1626
$57.4M ﹤0.01%
3,610,832
-7,941,056
1627
$57.3M ﹤0.01%
4,747,209
-4,039,579
1628
$57.3M ﹤0.01%
1,048,841
-726,363
1629
$57.2M ﹤0.01%
339,921
-344,369
1630
$57.2M ﹤0.01%
420,099
-371,565
1631
$57.2M ﹤0.01%
639,527
-730,111
1632
$57.1M ﹤0.01%
507,239
-178,465
1633
$56.9M ﹤0.01%
1,226,782
-1,221,359
1634
$56.9M ﹤0.01%
2,893,286
+1,334,422
1635
$56.8M ﹤0.01%
794,240
-775,370
1636
$56.7M ﹤0.01%
1,364,101
-1,284,981
1637
$56.7M ﹤0.01%
557,859
+291,843
1638
$56.7M ﹤0.01%
2,785,989
-2,720,211
1639
$56.7M ﹤0.01%
2,355,871
-2,090,739
1640
$56.6M ﹤0.01%
335,907
-325,067
1641
$56.6M ﹤0.01%
3,019,042
-4,321,358
1642
$56.5M ﹤0.01%
5,081,013
-5,787,693
1643
$56.5M ﹤0.01%
2,318,445
-2,114,511
1644
$56.5M ﹤0.01%
566,090
-1,075,270
1645
$56.5M ﹤0.01%
1,030,114
-1,086,330
1646
$56.4M ﹤0.01%
460,208
+149,234
1647
$56.3M ﹤0.01%
10,854,407
-10,896,079
1648
$56.2M ﹤0.01%
1,955,424
-1,243,466
1649
$56.2M ﹤0.01%
1,131,859
-851,409
1650
$56.2M ﹤0.01%
222,097
-194,355
64 65
66
67 68