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
4801
$1.06M ﹤0.01%
471,024
-736,358
4802
$1.06M ﹤0.01%
39,413
-27,907
4803
$1.05M ﹤0.01%
208,522
-275,618
4804
$1.05M ﹤0.01%
52,516
-71,638
4805
$1.05M ﹤0.01%
63,033
-846,977
4806
$1.05M ﹤0.01%
111,154
-107,590
4807
$1.05M ﹤0.01%
153,951
-170,027
4808
$1.05M ﹤0.01%
40,315
-23,543
4809
$1.04M ﹤0.01%
110,962
+65,240
4810
$1.04M ﹤0.01%
222,795
-393,763
4811
$1.04M ﹤0.01%
29,255
-42,675
4812
$1.04M ﹤0.01%
5,640
+5,240
4813
$1.03M ﹤0.01%
20,763
-37,561
4814
$1.03M ﹤0.01%
30,706
-30,218
4815
$1.03M ﹤0.01%
35,438
-47,092
4816
$1.03M ﹤0.01%
29,827
-25,841
4817
$1.02M ﹤0.01%
55,188
-30,138
4818
$1.02M ﹤0.01%
52,547
-43,771
4819
$1.02M ﹤0.01%
619,405
+27,067
4820
$1.01M ﹤0.01%
349,771
-245,689
4821
$1.01M ﹤0.01%
3,101
-12,953
4822
$1.01M ﹤0.01%
279,215
-388,043
4823
$1.01M ﹤0.01%
95,225
-75,205
4824
$1.01M ﹤0.01%
40,266
-25,334
4825
$1.01M ﹤0.01%
20,691
-25,481
191 192
193
194 195