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
4676
$1.39M ﹤0.01%
198,466
-225,002
4677
$1.39M ﹤0.01%
146,387
-133,429
4678
$1.39M ﹤0.01%
77,152
-86,344
4679
$1.38M ﹤0.01%
366,239
-740,885
4680
$1.38M ﹤0.01%
109,184
+34,250
4681
$1.38M ﹤0.01%
232,219
-308,989
4682
$1.38M ﹤0.01%
147,375
-163,367
4683
$1.38M ﹤0.01%
114,999
-477,059
4684
$1.38M ﹤0.01%
51,028
+35,721
4685
$1.37M ﹤0.01%
58,884
-77,720
4686
$1.37M ﹤0.01%
284,777
-271,891
4687
$1.37M ﹤0.01%
3,785
-5,167
4688
$1.37M ﹤0.01%
436,593
-439,799
4689
$1.36M ﹤0.01%
12,116
-20,028
4690
$1.36M ﹤0.01%
252,775
-504,367
4691
$1.36M ﹤0.01%
30,264
+29,090
4692
$1.36M ﹤0.01%
532,196
-1,251,078
4693
$1.36M ﹤0.01%
658,225
-725,403
4694
$1.35M ﹤0.01%
287,529
-378,989
4695
$1.35M ﹤0.01%
242,918
+45,526
4696
$1.35M ﹤0.01%
486,518
-108,892
4697
$1.35M ﹤0.01%
125,768
-131,784
4698
$1.35M ﹤0.01%
169,950
-154,694
4699
$1.34M ﹤0.01%
39,711
-36,835
4700
$1.34M ﹤0.01%
118,848
-144,130
186 187
188
189 190