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
2326
$27.9M ﹤0.01%
656,300
-666,796
2327
$27.9M ﹤0.01%
1,476,648
-1,502,802
2328
$27.9M ﹤0.01%
421,272
-839,174
2329
$27.9M ﹤0.01%
675,509
-711,449
2330
$27.9M ﹤0.01%
1,276,753
-752,151
2331
$27.9M ﹤0.01%
525,340
-640,762
2332
$27.8M ﹤0.01%
2,571,205
-2,061,459
2333
$27.8M ﹤0.01%
5,893,054
-13,043,348
2334
$27.7M ﹤0.01%
1,342,115
-1,295,679
2335
$27.7M ﹤0.01%
453,938
-502,218
2336
$27.7M ﹤0.01%
482,426
-437,928
2337
$27.6M ﹤0.01%
209,829
-270,505
2338
$27.6M ﹤0.01%
4,291,024
-6,429,124
2339
$27.6M ﹤0.01%
251,424
-271,224
2340
$27.6M ﹤0.01%
236,910
-242,406
2341
$27.5M ﹤0.01%
2,477,235
-1,229,465
2342
$27.5M ﹤0.01%
456,658
-1,053,198
2343
$27.5M ﹤0.01%
533,528
-326,328
2344
$27.5M ﹤0.01%
1,000,612
-1,078,544
2345
$27.5M ﹤0.01%
1,756,639
-1,080,329
2346
$27.4M ﹤0.01%
255,631
-214,371
2347
$27.3M ﹤0.01%
395,146
-516,752
2348
$27.3M ﹤0.01%
919,590
-451,564
2349
$27.3M ﹤0.01%
962,164
-3,080,626
2350
$27.3M ﹤0.01%
637,704
-994,056
92 93
94
95 96