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
4626
$1.51M ﹤0.01%
978,521
-867,121
4627
$1.5M ﹤0.01%
185,081
-234,881
4628
$1.5M ﹤0.01%
125,832
-131,992
4629
$1.5M ﹤0.01%
56,601
-71,001
4630
$1.49M ﹤0.01%
468,576
-214,702
4631
$1.49M ﹤0.01%
66,612
-2,406
4632
$1.49M ﹤0.01%
192,587
-133,549
4633
$1.48M ﹤0.01%
+82,136
4634
$1.48M ﹤0.01%
136,341
-394,681
4635
$1.48M ﹤0.01%
+455,989
4636
$1.48M ﹤0.01%
60,907
-76,839
4637
$1.48M ﹤0.01%
140,979
-185,579
4638
$1.48M ﹤0.01%
222,845
-461,045
4639
$1.48M ﹤0.01%
+43,218
4640
$1.48M ﹤0.01%
57,630
-62,596
4641
$1.48M ﹤0.01%
584,031
-801,469
4642
$1.47M ﹤0.01%
167,643
-214,775
4643
$1.47M ﹤0.01%
31,849
-37,873
4644
$1.47M ﹤0.01%
27,556
-44,536
4645
$1.47M ﹤0.01%
819,828
-558,972
4646
$1.46M ﹤0.01%
181,942
-366,354
4647
$1.46M ﹤0.01%
74,906
-262,112
4648
$1.45M ﹤0.01%
74,255
-126,219
4649
$1.45M ﹤0.01%
338,247
-342,279
4650
$1.44M ﹤0.01%
788,375
-559,183
184 185
186
187 188