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
2351
$27.2M ﹤0.01%
2,027,033
-1,734,641
2352
$27.2M ﹤0.01%
294,849
-520,759
2353
$27.2M ﹤0.01%
3,527,620
-4,744,960
2354
$27.2M ﹤0.01%
2,188,859
-2,835,821
2355
$27.2M ﹤0.01%
721,361
-4,927,887
2356
$27.2M ﹤0.01%
220,634
-251,080
2357
$27.1M ﹤0.01%
358,655
-376,135
2358
$27.1M ﹤0.01%
1,463,012
-1,260,788
2359
$27M ﹤0.01%
1,664,410
-1,540,372
2360
$27M ﹤0.01%
635,279
-1,075,009
2361
$27M ﹤0.01%
524,021
-676,329
2362
$27M ﹤0.01%
4,300,326
-4,555,178
2363
$26.9M ﹤0.01%
1,725,704
-1,018,662
2364
$26.9M ﹤0.01%
523,689
-391,687
2365
$26.9M ﹤0.01%
1,143,313
-1,807,381
2366
$26.9M ﹤0.01%
587,147
-662,511
2367
$26.9M ﹤0.01%
438,882
-481,800
2368
$26.8M ﹤0.01%
456,024
-661,514
2369
$26.8M ﹤0.01%
147,203
-155,075
2370
$26.8M ﹤0.01%
4,243,130
-6,343,508
2371
$26.8M ﹤0.01%
2,115,053
-2,026,755
2372
$26.8M ﹤0.01%
375,340
-487,228
2373
$26.8M ﹤0.01%
1,093,695
-1,057,435
2374
$26.8M ﹤0.01%
848,450
-1,223,844
2375
$26.8M ﹤0.01%
718,852
-254,648
93 94
95
96 97