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
1726
$51.8M ﹤0.01%
1,885,292
-2,336,816
1727
$51.7M ﹤0.01%
1,340,749
-3,651,825
1728
$51.6M ﹤0.01%
490,437
-526,227
1729
$51.6M ﹤0.01%
2,871,292
-1,410,894
1730
$51.6M ﹤0.01%
2,284,584
-10,257,694
1731
$51.5M ﹤0.01%
1,137,348
-1,018,990
1732
$51.5M ﹤0.01%
928,498
-775,850
1733
$51.5M ﹤0.01%
9,315,157
-10,071,141
1734
$51.5M ﹤0.01%
8,122,279
-7,939,127
1735
$51.5M ﹤0.01%
1,022,890
-691,294
1736
$51.4M ﹤0.01%
1,915,402
-1,957,322
1737
$51.4M ﹤0.01%
1,809,619
-1,923,607
1738
$51.4M ﹤0.01%
1,811,075
-7,016,751
1739
$51.3M ﹤0.01%
1,326,288
-1,817,240
1740
$51.1M ﹤0.01%
872,140
-1,137,344
1741
$51M ﹤0.01%
2,235,794
-1,972,154
1742
$51M ﹤0.01%
1,381,277
-1,445,505
1743
$50.9M ﹤0.01%
2,217,239
-5,764,827
1744
$50.8M ﹤0.01%
550,687
-794,171
1745
$50.7M ﹤0.01%
2,349,345
-2,041,013
1746
$50.6M ﹤0.01%
971,803
-1,128,429
1747
$50.6M ﹤0.01%
2,063,976
-2,417,384
1748
$50.6M ﹤0.01%
1,107,048
-823,228
1749
$50.5M ﹤0.01%
2,287,099
-1,615,221
1750
$50.5M ﹤0.01%
6,292,061
-10,868,955
68 69
70
71 72