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
1851
$45.4M ﹤0.01%
1,817,151
-1,488,273
1852
$45.4M ﹤0.01%
843,371
-621,993
1853
$45.4M ﹤0.01%
2,593,407
-1,248,561
1854
$45.4M ﹤0.01%
2,135,143
-2,236,653
1855
$45.3M ﹤0.01%
435,884
-529,446
1856
$45.3M ﹤0.01%
1,373,006
-509,886
1857
$45.3M ﹤0.01%
4,177,180
-8,024,056
1858
$45.2M ﹤0.01%
534,855
-517,087
1859
$45.2M ﹤0.01%
1,839,511
-664,059
1860
$45.2M ﹤0.01%
1,321,524
-1,252,434
1861
$45.2M ﹤0.01%
1,350,093
-2,098,989
1862
$45.1M ﹤0.01%
3,591,015
-3,885,187
1863
$45.1M ﹤0.01%
197,638
-189,546
1864
$44.9M ﹤0.01%
673,930
-585,146
1865
$44.9M ﹤0.01%
140,916
-175,018
1866
$44.9M ﹤0.01%
1,632,173
-2,574,209
1867
$44.7M ﹤0.01%
5,125,067
-5,929,265
1868
$44.7M ﹤0.01%
820,326
-854,264
1869
$44.7M ﹤0.01%
980,018
-1,067,750
1870
$44.6M ﹤0.01%
255,250
-321,252
1871
$44.5M ﹤0.01%
17,198,695
-21,198,813
1872
$44.5M ﹤0.01%
2,006,349
-1,800,541
1873
$44.2M ﹤0.01%
2,564,600
-2,629,018
1874
$44M ﹤0.01%
977,855
+144,773
1875
$44M ﹤0.01%
5,406,902
-6,395,678
73 74
75
76 77