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
1751
$50.5M ﹤0.01%
3,185,664
+2,989,488
1752
$50.5M ﹤0.01%
1,054,975
-1,288,425
1753
$50.4M ﹤0.01%
816,143
-1,124,635
1754
$50.4M ﹤0.01%
1,163,598
-1,016,928
1755
$50.4M ﹤0.01%
152,307
-117,263
1756
$50.2M ﹤0.01%
2,177,765
-1,876,627
1757
$50.1M ﹤0.01%
1,263,512
-1,164,232
1758
$50M ﹤0.01%
515,611
-315,827
1759
$50M ﹤0.01%
2,524,129
-635,751
1760
$49.9M ﹤0.01%
900,879
-1,032,827
1761
$49.8M ﹤0.01%
599,969
-1,541,695
1762
$49.7M ﹤0.01%
+981,400
1763
$49.7M ﹤0.01%
4,221,418
-3,331,138
1764
$49.7M ﹤0.01%
1,742,804
-6,108
1765
$49.7M ﹤0.01%
1,362,982
-1,564,582
1766
$49.6M ﹤0.01%
1,895,704
-2,267,720
1767
$49.6M ﹤0.01%
2,846,167
-4,441,321
1768
$49.5M ﹤0.01%
1,398,145
-346,185
1769
$49.4M ﹤0.01%
2,017,330
-2,271,816
1770
$49.4M ﹤0.01%
2,336,388
-2,424,902
1771
$49.4M ﹤0.01%
1,411,070
-1,376,324
1772
$49.4M ﹤0.01%
1,549,726
-1,587,842
1773
$49.4M ﹤0.01%
232,267
-174,333
1774
$49.1M ﹤0.01%
1,939,722
-2,193,930
1775
$48.9M ﹤0.01%
1,504,543
-1,408,971
69 70
71
72 73