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
4776
$1.12M ﹤0.01%
57,623
-28,873
4777
$1.12M ﹤0.01%
174,340
-212,592
4778
$1.11M ﹤0.01%
82,821
-97,091
4779
$1.11M ﹤0.01%
64,549
-77,041
4780
$1.11M ﹤0.01%
+11,490
4781
$1.11M ﹤0.01%
63,097
-95,945
4782
$1.11M ﹤0.01%
37,352
-41,824
4783
$1.11M ﹤0.01%
825,329
-2,706,279
4784
$1.1M ﹤0.01%
139,299
-160,039
4785
$1.1M ﹤0.01%
44,501
-119,287
4786
$1.1M ﹤0.01%
103,617
-99,329
4787
$1.1M ﹤0.01%
694,831
-526,849
4788
$1.1M ﹤0.01%
32,967
+9,569
4789
$1.09M ﹤0.01%
102,354
-118,948
4790
$1.09M ﹤0.01%
464,466
-556,876
4791
$1.09M ﹤0.01%
53,673
-26,087
4792
$1.08M ﹤0.01%
219,059
-327,135
4793
$1.08M ﹤0.01%
67,786
-53,854
4794
$1.08M ﹤0.01%
64,174
-60,440
4795
$1.08M ﹤0.01%
32,653
-37,897
4796
$1.08M ﹤0.01%
89,779
+32,225
4797
$1.07M ﹤0.01%
15,106
-32,428
4798
$1.07M ﹤0.01%
68,757
-49,341
4799
$1.06M ﹤0.01%
77,959
+70,959
4800
$1.06M ﹤0.01%
174,041
-164,709
190 191
192
193 194