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
1826
$46.4M ﹤0.01%
1,557,643
-944,477
1827
$46.3M ﹤0.01%
4,137,964
-6,654,248
1828
$46.3M ﹤0.01%
266,837
-321,495
1829
$46.3M ﹤0.01%
6,716,482
-7,075,590
1830
$46.2M ﹤0.01%
761,818
-1,530,266
1831
$46.2M ﹤0.01%
608,773
-702,511
1832
$46.2M ﹤0.01%
639,583
-559,975
1833
$46.1M ﹤0.01%
1,803,489
-167,589
1834
$46.1M ﹤0.01%
2,573,804
-105,934
1835
$46M ﹤0.01%
1,847,557
-1,664,763
1836
$46M ﹤0.01%
2,464,292
-1,102,916
1837
$46M ﹤0.01%
170,038
-148,260
1838
$45.9M ﹤0.01%
498,604
-454,724
1839
$45.9M ﹤0.01%
370,661
-524,151
1840
$45.8M ﹤0.01%
1,824,013
-1,427,313
1841
$45.8M ﹤0.01%
1,267,062
-1,473,056
1842
$45.7M ﹤0.01%
4,124,265
-3,098,477
1843
$45.6M ﹤0.01%
1,692,918
-1,133,056
1844
$45.6M ﹤0.01%
2,011,625
-1,920,777
1845
$45.6M ﹤0.01%
3,102,635
-2,865,811
1846
$45.6M ﹤0.01%
344,024
-268,584
1847
$45.5M ﹤0.01%
505,849
-520,099
1848
$45.5M ﹤0.01%
907,717
-888,343
1849
$45.5M ﹤0.01%
939,628
-766,362
1850
$45.4M ﹤0.01%
705,198
-1,144,498
72 73
74
75 76