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
4751
$1.2M ﹤0.01%
406,591
-474,941
4752
$1.19M ﹤0.01%
97,459
-141,573
4753
$1.18M ﹤0.01%
71,269
-154,423
4754
$1.18M ﹤0.01%
76,417
-68,245
4755
$1.18M ﹤0.01%
31,546
-39,566
4756
$1.18M ﹤0.01%
1,040,084
-719,428
4757
$1.17M ﹤0.01%
20,350
-15,280
4758
$1.17M ﹤0.01%
40,290
+22,068
4759
$1.17M ﹤0.01%
219,920
-211,872
4760
$1.17M ﹤0.01%
9,612
-5,604
4761
$1.16M ﹤0.01%
22,447
-26,835
4762
$1.15M ﹤0.01%
231,564
-211,456
4763
$1.15M ﹤0.01%
177,385
-448,341
4764
$1.15M ﹤0.01%
92,966
-127,486
4765
$1.15M ﹤0.01%
47,755
-60,351
4766
$1.15M ﹤0.01%
399,219
-399,219
4767
$1.14M ﹤0.01%
15,070
-53,808
4768
$1.14M ﹤0.01%
123,694
-249,990
4769
$1.14M ﹤0.01%
42,134
-12,230
4770
$1.14M ﹤0.01%
33,492
-49,794
4771
$1.14M ﹤0.01%
349,546
-490,590
4772
$1.14M ﹤0.01%
966,605
-409,415
4773
$1.13M ﹤0.01%
29,551
-29,191
4774
$1.12M ﹤0.01%
117,549
-115,693
4775
$1.12M ﹤0.01%
577,965
-284,471
189 190
191
192 193