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
2201
$31.4M ﹤0.01%
392,470
-324,342
2202
$31.4M ﹤0.01%
1,219,459
-1,606,207
2203
$31.3M ﹤0.01%
1,190,325
-1,482,979
2204
$31.3M ﹤0.01%
1,312,031
-827,609
2205
$31.3M ﹤0.01%
789,645
-647,837
2206
$31.3M ﹤0.01%
908,371
-943,065
2207
$31.2M ﹤0.01%
1,422,522
-1,498,974
2208
$31.2M ﹤0.01%
176,703
-306,451
2209
$31.2M ﹤0.01%
676,081
-184,517
2210
$31.2M ﹤0.01%
+1,313,090
2211
$31.2M ﹤0.01%
780,980
-172,938
2212
$31.2M ﹤0.01%
939,707
-876,987
2213
$31.1M ﹤0.01%
1,388,130
-1,881,216
2214
$31.1M ﹤0.01%
906,546
-1,374,374
2215
$31M ﹤0.01%
787,359
-1,209,649
2216
$31M ﹤0.01%
2,589,491
-2,053,443
2217
$30.7M ﹤0.01%
1,458,613
-1,620,533
2218
$30.7M ﹤0.01%
1,871,792
-2,733,056
2219
$30.6M ﹤0.01%
608,896
-738,588
2220
$30.6M ﹤0.01%
2,009,541
-2,090,405
2221
$30.6M ﹤0.01%
10,434,449
-9,579,147
2222
$30.6M ﹤0.01%
644,602
-2,252,590
2223
$30.6M ﹤0.01%
293,314
-320,248
2224
$30.5M ﹤0.01%
276,812
-741,600
2225
$30.5M ﹤0.01%
788,815
-954,213
87 88
89
90 91