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
1776
$48.8M ﹤0.01%
11,397,411
-9,786,095
1777
$48.8M ﹤0.01%
1,266,992
-1,213,986
1778
$48.7M ﹤0.01%
1,764,857
-1,565,193
1779
$48.7M ﹤0.01%
1,335,712
-1,357,240
1780
$48.6M ﹤0.01%
467,849
-324,995
1781
$48.6M ﹤0.01%
5,397,256
-3,186,606
1782
$48.6M ﹤0.01%
585,502
-165,906
1783
$48.6M ﹤0.01%
317,991
-193,803
1784
$48.5M ﹤0.01%
4,056,951
-3,476,273
1785
$48.5M ﹤0.01%
696,762
-649,808
1786
$48.5M ﹤0.01%
809,115
-679,853
1787
$48.4M ﹤0.01%
3,210,667
-4,266,939
1788
$48.3M ﹤0.01%
1,374,609
-1,027,781
1789
$48.3M ﹤0.01%
1,789,712
-1,770,682
1790
$48.3M ﹤0.01%
5,800,653
-5,297,273
1791
$48.3M ﹤0.01%
2,027,571
-1,934,403
1792
$48.3M ﹤0.01%
631,032
-763,106
1793
$48.2M ﹤0.01%
2,066,240
-3,072,332
1794
$48.1M ﹤0.01%
4,171,836
-3,062,700
1795
$48M ﹤0.01%
612,114
-534,088
1796
$48M ﹤0.01%
571,916
-1,084,966
1797
$47.9M ﹤0.01%
433,551
-306,859
1798
$47.9M ﹤0.01%
1,910,239
-1,944,447
1799
$47.9M ﹤0.01%
513,506
-648,558
1800
$47.9M ﹤0.01%
2,672,180
-2,596,090
70 71
72
73 74