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
1651
$56.1M ﹤0.01%
2,912,668
-2,996,390
1652
$56.1M ﹤0.01%
1,459,611
-1,413,351
1653
$56.1M ﹤0.01%
600,141
-592,889
1654
$56M ﹤0.01%
2,360,734
-1,732,216
1655
$55.9M ﹤0.01%
677,293
-546,185
1656
$55.9M ﹤0.01%
1,373,378
-2,669,358
1657
$55.9M ﹤0.01%
139,173
-127,877
1658
$55.8M ﹤0.01%
7,364,054
-16,048,936
1659
$55.7M ﹤0.01%
3,982,471
-4,650,019
1660
$55.6M ﹤0.01%
637,135
-804,269
1661
$55.6M ﹤0.01%
3,523,053
-4,193,601
1662
$55.6M ﹤0.01%
1,000,419
-1,173,351
1663
$55.5M ﹤0.01%
5,172,071
-5,172,075
1664
$55.5M ﹤0.01%
2,686,971
-3,345,033
1665
$55.5M ﹤0.01%
2,605,257
-2,605,527
1666
$55.5M ﹤0.01%
3,135,064
-2,339,802
1667
$55.4M ﹤0.01%
1,219,236
-767,132
1668
$55.3M ﹤0.01%
3,330,100
-2,117,304
1669
$55.2M ﹤0.01%
5,642,861
-4,881,677
1670
$55.2M ﹤0.01%
1,124,100
-962,700
1671
$55.2M ﹤0.01%
3,422,005
-1,979,919
1672
$55.1M ﹤0.01%
1,355,442
-1,206,792
1673
$55.1M ﹤0.01%
4,938,592
-3,884,690
1674
$55.1M ﹤0.01%
227,224
-146,352
1675
$55M ﹤0.01%
2,418,540
-2,085,842
65 66
67
68 69