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
4526
$1.87M ﹤0.01%
96,364
-117,922
4527
$1.87M ﹤0.01%
645,087
-2,693,695
4528
$1.87M ﹤0.01%
60,900
-68,220
4529
$1.87M ﹤0.01%
228,808
+124,866
4530
$1.87M ﹤0.01%
572,442
-593,336
4531
$1.87M ﹤0.01%
855,984
+698,142
4532
$1.87M ﹤0.01%
128,380
+3,714
4533
$1.86M ﹤0.01%
160,000
-203,064
4534
$1.86M ﹤0.01%
58,614
-62,010
4535
$1.85M ﹤0.01%
77,130
-81,304
4536
$1.84M ﹤0.01%
236,693
-646,733
4537
$1.84M ﹤0.01%
238,190
-335,476
4538
$1.84M ﹤0.01%
127,842
-108,094
4539
$1.83M ﹤0.01%
750,971
-896,223
4540
$1.83M ﹤0.01%
193,811
-177,003
4541
$1.83M ﹤0.01%
203,972
-189,356
4542
$1.82M ﹤0.01%
30,233
-31,073
4543
$1.82M ﹤0.01%
97,255
-56,709
4544
$1.82M ﹤0.01%
81,785
-102,351
4545
$1.81M ﹤0.01%
84,370
+9,178
4546
$1.81M ﹤0.01%
365,599
-1,074,517
4547
$1.81M ﹤0.01%
750,182
-440,506
4548
$1.8M ﹤0.01%
83,560
+19,912
4549
$1.8M ﹤0.01%
173,470
-364,616
4550
$1.79M ﹤0.01%
283,355
-269,437
180 181
182
183 184