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
2026
$37.9M ﹤0.01%
852,322
-814,300
2027
$37.8M ﹤0.01%
1,445,947
-421,867
2028
$37.8M ﹤0.01%
1,036,739
-2,411,775
2029
$37.8M ﹤0.01%
1,516,715
-541,735
2030
$37.7M ﹤0.01%
592,882
-522,752
2031
$37.7M ﹤0.01%
5,072,739
-1,979,875
2032
$37.7M ﹤0.01%
980,549
-556,465
2033
$37.7M ﹤0.01%
303,189
-201,369
2034
$37.6M ﹤0.01%
2,494,099
-1,989,601
2035
$37.6M ﹤0.01%
280,383
-273,061
2036
$37.5M ﹤0.01%
567,268
-605,962
2037
$37.5M ﹤0.01%
362,478
-324,350
2038
$37.5M ﹤0.01%
235,276
-707,660
2039
$37.4M ﹤0.01%
148,214
-141,454
2040
$37.3M ﹤0.01%
4,520,785
-2,078,767
2041
$37.3M ﹤0.01%
1,474,746
-1,870,854
2042
$37.3M ﹤0.01%
2,832,576
-2,256,624
2043
$37.2M ﹤0.01%
2,530,799
-3,739,275
2044
$37.1M ﹤0.01%
937,646
-949,774
2045
$37.1M ﹤0.01%
5,030,357
-7,642,859
2046
$37M ﹤0.01%
10,458,643
-4,510,701
2047
$37M ﹤0.01%
5,134,050
-1,919,866
2048
$37M ﹤0.01%
684,547
-843,505
2049
$36.9M ﹤0.01%
379,449
-401,765
2050
$36.9M ﹤0.01%
819,254
-1,042,402
80 81
82
83 84