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
4651
$1.44M ﹤0.01%
858,607
-117,205
4652
$1.44M ﹤0.01%
88,888
-300,012
4653
$1.44M ﹤0.01%
144,198
-149,554
4654
$1.44M ﹤0.01%
51,266
+18,572
4655
$1.44M ﹤0.01%
129,556
-143,476
4656
$1.43M ﹤0.01%
129,392
-184,738
4657
$1.43M ﹤0.01%
438,415
-499,169
4658
$1.43M ﹤0.01%
127,680
-86,164
4659
$1.43M ﹤0.01%
179,519
-107,295
4660
$1.42M ﹤0.01%
172,208
-41,526
4661
$1.42M ﹤0.01%
218,418
-401,366
4662
$1.42M ﹤0.01%
156,037
+102,463
4663
$1.42M ﹤0.01%
70,391
-81,797
4664
$1.42M ﹤0.01%
70,265
-74,669
4665
$1.42M ﹤0.01%
67,291
-64,209
4666
$1.42M ﹤0.01%
243,460
-436,240
4667
$1.41M ﹤0.01%
48,192
-58,944
4668
$1.41M ﹤0.01%
35,337
-26,091
4669
$1.41M ﹤0.01%
44,089
-76,391
4670
$1.4M ﹤0.01%
296,205
-301,387
4671
$1.39M ﹤0.01%
19,329
-72,361
4672
$1.39M ﹤0.01%
87,101
-102,813
4673
$1.39M ﹤0.01%
76,174
-93,660
4674
$1.39M ﹤0.01%
134,658
-335,852
4675
$1.39M ﹤0.01%
135,610
-173,988
185 186
187
188 189