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
2051
$36.9M ﹤0.01%
158,802
-217,302
2052
$36.8M ﹤0.01%
2,075,408
-1,484,564
2053
$36.8M ﹤0.01%
707,493
-395,771
2054
$36.8M ﹤0.01%
1,066,278
-1,253,808
2055
$36.8M ﹤0.01%
1,046,520
-1,184,950
2056
$36.7M ﹤0.01%
729,437
-747,339
2057
$36.7M ﹤0.01%
989,167
-1,475,893
2058
$36.6M ﹤0.01%
836,930
-905,911
2059
$36.5M ﹤0.01%
1,181,894
-2,137,670
2060
$36.4M ﹤0.01%
484,149
-599,647
2061
$36.4M ﹤0.01%
1,776,582
-1,404,704
2062
$36.3M ﹤0.01%
2,411,136
-2,849,330
2063
$36.2M ﹤0.01%
638,475
-790,051
2064
$36.2M ﹤0.01%
334,121
-368,445
2065
$36.1M ﹤0.01%
1,007,416
-824,130
2066
$36.1M ﹤0.01%
1,500,091
-687,589
2067
$36.1M ﹤0.01%
941,887
-360,315
2068
$36M ﹤0.01%
473,764
-577,832
2069
$35.9M ﹤0.01%
263,709
-278,489
2070
$35.9M ﹤0.01%
641,659
-577,989
2071
$35.9M ﹤0.01%
1,787,539
-1,871,891
2072
$35.9M ﹤0.01%
1,104,912
-548,432
2073
$35.9M ﹤0.01%
756,236
-185,599
2074
$35.9M ﹤0.01%
733,600
-806,232
2075
$35.8M ﹤0.01%
199,650
-191,546
81 82
83
84 85