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
1676
$54.9M ﹤0.01%
456,428
-325,754
1677
$54.8M ﹤0.01%
319,134
+3,790
1678
$54.8M ﹤0.01%
1,912,221
-3,036,559
1679
$54.7M ﹤0.01%
950,768
-2,935,154
1680
$54.6M ﹤0.01%
546,033
-402,411
1681
$54.6M ﹤0.01%
3,082,693
-3,412,961
1682
$54.6M ﹤0.01%
11,608,962
-5,326,084
1683
$54.5M ﹤0.01%
807,531
-1,137,233
1684
$54.4M ﹤0.01%
1,879,878
-503,796
1685
$54.3M ﹤0.01%
4,025,002
-2,715,722
1686
$54.3M ﹤0.01%
843,611
-1,002,265
1687
$54M ﹤0.01%
1,178,764
-1,486,754
1688
$54M ﹤0.01%
1,495,135
-1,979,663
1689
$53.9M ﹤0.01%
1,941,871
-1,658,607
1690
$53.9M ﹤0.01%
3,925,873
-5,125,973
1691
$53.8M ﹤0.01%
263,376
-293,870
1692
$53.8M ﹤0.01%
5,111,144
-4,611,428
1693
$53.5M ﹤0.01%
1,845,277
-1,981,509
1694
$53.5M ﹤0.01%
2,714,927
-2,891,173
1695
$53.4M ﹤0.01%
2,791,105
-907,049
1696
$53.4M ﹤0.01%
555,528
-336,576
1697
$53.3M ﹤0.01%
2,245,551
-3,599,741
1698
$53.2M ﹤0.01%
464,581
-438,193
1699
$53.2M ﹤0.01%
1,018,824
-1,458,362
1700
$53.2M ﹤0.01%
1,914,800
-416,704
66 67
68
69 70