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
2276
$29.2M ﹤0.01%
541,742
-625,362
2277
$29.1M ﹤0.01%
420,974
-468,026
2278
$29.1M ﹤0.01%
974,036
-1,204,158
2279
$29.1M ﹤0.01%
416,939
-397,073
2280
$29.1M ﹤0.01%
903,037
-2,143,945
2281
$29M ﹤0.01%
854,866
+123,058
2282
$29M ﹤0.01%
1,069,257
-964,935
2283
$29M ﹤0.01%
303,158
-577,550
2284
$29M ﹤0.01%
1,488,687
-1,483,435
2285
$29M ﹤0.01%
1,357,461
-1,304,449
2286
$29M ﹤0.01%
1,273,687
-628,935
2287
$28.9M ﹤0.01%
165,401
-143,245
2288
$28.9M ﹤0.01%
680,059
-385,267
2289
$28.8M ﹤0.01%
1,953,238
-2,104,470
2290
$28.8M ﹤0.01%
721,917
-839,553
2291
$28.8M ﹤0.01%
1,957,415
-1,681,615
2292
$28.8M ﹤0.01%
456,558
-563,170
2293
$28.7M ﹤0.01%
1,235,269
-999,469
2294
$28.7M ﹤0.01%
1,798,856
-2,124,222
2295
$28.7M ﹤0.01%
911,068
-275,182
2296
$28.7M ﹤0.01%
612,200
-684,302
2297
$28.6M ﹤0.01%
581,062
-560,266
2298
$28.6M ﹤0.01%
497,113
-579,099
2299
$28.6M ﹤0.01%
2,189,548
-1,580,712
2300
$28.5M ﹤0.01%
1,781,957
-1,745,293
90 91
92
93 94