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
4701
$1.34M ﹤0.01%
152,315
-197,003
4702
$1.33M ﹤0.01%
35,713
-25,011
4703
$1.32M ﹤0.01%
54,771
-60,055
4704
$1.32M ﹤0.01%
54,518
-146,936
4705
$1.32M ﹤0.01%
211,955
-400,979
4706
$1.32M ﹤0.01%
50,667
-57,465
4707
$1.31M ﹤0.01%
30,934
-35,098
4708
$1.31M ﹤0.01%
113,691
-205,833
4709
$1.31M ﹤0.01%
78,883
-8,867,093
4710
$1.31M ﹤0.01%
76,165
+57,843
4711
$1.31M ﹤0.01%
131,642
-165,060
4712
$1.31M ﹤0.01%
47,311
-62,795
4713
$1.31M ﹤0.01%
103,517
-151,833
4714
$1.3M ﹤0.01%
114,027
+107,559
4715
$1.3M ﹤0.01%
17,202
+7,636
4716
$1.3M ﹤0.01%
55,976
-8,114
4717
$1.3M ﹤0.01%
211,062
-290,154
4718
$1.3M ﹤0.01%
46,059
-49,617
4719
$1.29M ﹤0.01%
141,360
-117,786
4720
$1.29M ﹤0.01%
59,205
-122,579
4721
$1.29M ﹤0.01%
701,331
-987,957
4722
$1.29M ﹤0.01%
26,640
-35,758
4723
$1.29M ﹤0.01%
81,716
-312,766
4724
$1.28M ﹤0.01%
85,350
-85,476
4725
$1.28M ﹤0.01%
65,295
-69,265
187 188
189
190 191