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
4501
$1.95M ﹤0.01%
199,600
-549,850
4502
$1.95M ﹤0.01%
239,686
-201,308
4503
$1.94M ﹤0.01%
64,101
-62,317
4504
$1.94M ﹤0.01%
120,737
-122,005
4505
$1.94M ﹤0.01%
51,188
+51,108
4506
$1.94M ﹤0.01%
80,828
+77,572
4507
$1.94M ﹤0.01%
121,592
-94,889
4508
$1.94M ﹤0.01%
31,814
-33,556
4509
$1.93M ﹤0.01%
160,023
-155,933
4510
$1.93M ﹤0.01%
55,591
-45,497
4511
$1.93M ﹤0.01%
478,092
-608,870
4512
$1.93M ﹤0.01%
64,506
-73,414
4513
$1.92M ﹤0.01%
79,217
+69,989
4514
$1.92M ﹤0.01%
1,255,561
+690,277
4515
$1.92M ﹤0.01%
177,595
-252,431
4516
$1.91M ﹤0.01%
273,180
-272,844
4517
$1.91M ﹤0.01%
932,543
-2,284,775
4518
$1.91M ﹤0.01%
73,526
-81,010
4519
$1.9M ﹤0.01%
716,690
-549,812
4520
$1.9M ﹤0.01%
680,630
-915,074
4521
$1.9M ﹤0.01%
252,686
-516,264
4522
$1.89M ﹤0.01%
56,460
-66,230
4523
$1.89M ﹤0.01%
331,460
-213,898
4524
$1.88M ﹤0.01%
117,627
-269,119
4525
$1.88M ﹤0.01%
17,218
-20,368
179 180
181
182 183