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
4726
$1.28M ﹤0.01%
34,715
-24,365
4727
$1.28M ﹤0.01%
23,371
-227,801
4728
$1.27M ﹤0.01%
435,139
-304,283
4729
$1.27M ﹤0.01%
84,389
-105,293
4730
$1.27M ﹤0.01%
235,523
-138,847
4731
$1.27M ﹤0.01%
32,552
-42,982
4732
$1.26M ﹤0.01%
60,264
-76,556
4733
$1.25M ﹤0.01%
290,791
-366,435
4734
$1.25M ﹤0.01%
13,871
-29,963
4735
$1.24M ﹤0.01%
30,689
-30,689
4736
$1.24M ﹤0.01%
66,344
-156,670
4737
$1.24M ﹤0.01%
55,657
-36,099
4738
$1.23M ﹤0.01%
17,064
-49,322
4739
$1.23M ﹤0.01%
130,139
-254,763
4740
$1.23M ﹤0.01%
382,274
+382,272
4741
$1.23M ﹤0.01%
337,985
-291,915
4742
$1.23M ﹤0.01%
81,040
-88,654
4743
$1.22M ﹤0.01%
13,995
-5,405
4744
$1.22M ﹤0.01%
47,855
-49,525
4745
$1.22M ﹤0.01%
27,268
-27,492
4746
$1.21M ﹤0.01%
351,763
-443,001
4747
$1.21M ﹤0.01%
112,781
-76,781
4748
$1.21M ﹤0.01%
113,624
-158,950
4749
$1.21M ﹤0.01%
57,955
-69,505
4750
$1.21M ﹤0.01%
59,997
-58,237
188 189
190
191 192