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
2176
$32.3M ﹤0.01%
1,509,941
-1,278,493
2177
$32.3M ﹤0.01%
162,739
-248,651
2178
$32.3M ﹤0.01%
355,012
-294,916
2179
$32.2M ﹤0.01%
8,222,801
-5,044,831
2180
$32.2M ﹤0.01%
521,750
-629,392
2181
$32.2M ﹤0.01%
2,872,702
-2,906,634
2182
$32.1M ﹤0.01%
347,088
-291,050
2183
$32.1M ﹤0.01%
+249,220
2184
$31.9M ﹤0.01%
1,572,020
-2,442,264
2185
$31.9M ﹤0.01%
601,098
-616,408
2186
$31.9M ﹤0.01%
1,998,616
+82,384
2187
$31.8M ﹤0.01%
+7,375,399
2188
$31.8M ﹤0.01%
1,174,573
-1,005,115
2189
$31.7M ﹤0.01%
437,548
-384,070
2190
$31.7M ﹤0.01%
997,221
-993,123
2191
$31.7M ﹤0.01%
3,979,874
-2,620,888
2192
$31.7M ﹤0.01%
335,846
-974,778
2193
$31.6M ﹤0.01%
299,910
-380,818
2194
$31.6M ﹤0.01%
601,558
-267,076
2195
$31.5M ﹤0.01%
1,826,321
-4,080,823
2196
$31.5M ﹤0.01%
976,499
-1,164,257
2197
$31.5M ﹤0.01%
553,842
-565,450
2198
$31.5M ﹤0.01%
654,385
-338,189
2199
$31.5M ﹤0.01%
686,568
-274,598
2200
$31.4M ﹤0.01%
844,332
-1,909,460
86 87
88
89 90