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
2301
$28.5M ﹤0.01%
327,692
-447,646
2302
$28.5M ﹤0.01%
1,813,208
-2,115,924
2303
$28.4M ﹤0.01%
2,270,571
-2,263,221
2304
$28.3M ﹤0.01%
86,394
-24,798
2305
$28.3M ﹤0.01%
544,354
-20,380
2306
$28.3M ﹤0.01%
824,790
-722,986
2307
$28.3M ﹤0.01%
785,994
-988,324
2308
$28.2M ﹤0.01%
1,379,569
-1,014,023
2309
$28.2M ﹤0.01%
1,339,838
-2,300,926
2310
$28.2M ﹤0.01%
18,050,388
-8,858,480
2311
$28.2M ﹤0.01%
2,256,220
-3,337,138
2312
$28.2M ﹤0.01%
2,365,653
-2,179,007
2313
$28.2M ﹤0.01%
1,178,323
-1,068,241
2314
$28.1M ﹤0.01%
3,433,493
+413,275
2315
$28.1M ﹤0.01%
1,070,598
-1,000,498
2316
$28.1M ﹤0.01%
60,633
+48,697
2317
$28.1M ﹤0.01%
977,868
-2,389,658
2318
$28.1M ﹤0.01%
291,081
-234,479
2319
$28.1M ﹤0.01%
1,879,484
-4,321,926
2320
$28M ﹤0.01%
845,342
-149,540
2321
$28M ﹤0.01%
961,647
-215,033
2322
$28M ﹤0.01%
611,477
-800,801
2323
$28M ﹤0.01%
295,008
-110,476
2324
$28M ﹤0.01%
547,920
-863,986
2325
$27.9M ﹤0.01%
3,011,553
-425,611
91 92
93
94 95