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
2151
$33.1M ﹤0.01%
778,677
-684,793
2152
$33.1M ﹤0.01%
927,060
-1,188,812
2153
$33.1M ﹤0.01%
731,166
-501,566
2154
$33.1M ﹤0.01%
382,070
-375,306
2155
$33.1M ﹤0.01%
1,497,129
-460,827
2156
$33M ﹤0.01%
378,531
-277,899
2157
$32.9M ﹤0.01%
444,907
-514,785
2158
$32.9M ﹤0.01%
480,236
-530,424
2159
$32.9M ﹤0.01%
1,745,814
-1,731,550
2160
$32.9M ﹤0.01%
714,354
-1,178,488
2161
$32.9M ﹤0.01%
743,209
-755,203
2162
$32.8M ﹤0.01%
815,465
-1,917,741
2163
$32.8M ﹤0.01%
2,057,898
-1,568,068
2164
$32.8M ﹤0.01%
2,483,983
-2,437,449
2165
$32.8M ﹤0.01%
543,743
-364,627
2166
$32.7M ﹤0.01%
11,528,028
-15,227,484
2167
$32.7M ﹤0.01%
329,739
-309,483
2168
$32.6M ﹤0.01%
2,004,615
-2,003,699
2169
$32.6M ﹤0.01%
2,121,217
-2,438,811
2170
$32.6M ﹤0.01%
631,978
-450,998
2171
$32.6M ﹤0.01%
2,624,223
-2,382,021
2172
$32.5M ﹤0.01%
836,944
-1,166,558
2173
$32.5M ﹤0.01%
1,135,867
-663,037
2174
$32.4M ﹤0.01%
842,860
-763,312
2175
$32.4M ﹤0.01%
1,231,158
-632,176
85 86
87
88 89