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
4851
$939K ﹤0.01%
59,263
-129,133
4852
$939K ﹤0.01%
18,441
-90,953
4853
$939K ﹤0.01%
84,793
-83,703
4854
$939K ﹤0.01%
25,684
-25,818
4855
$938K ﹤0.01%
82,382
+16,648
4856
$936K ﹤0.01%
49,171
-69,035
4857
$934K ﹤0.01%
53,845
-89,625
4858
$931K ﹤0.01%
326,720
-1,542,458
4859
$928K ﹤0.01%
107,901
-106,373
4860
$927K ﹤0.01%
69,942
-73,934
4861
$925K ﹤0.01%
15,108
-12,342
4862
$925K ﹤0.01%
369,967
-340,525
4863
$924K ﹤0.01%
7,185
-10,597
4864
$924K ﹤0.01%
30,580
-26,232
4865
$924K ﹤0.01%
112,659
-264,127
4866
$923K ﹤0.01%
461,490
-938,286
4867
$921K ﹤0.01%
77,436
+66,043
4868
$919K ﹤0.01%
175,990
-174,012
4869
$918K ﹤0.01%
164,639
-140,947
4870
$917K ﹤0.01%
34,274
-46,436
4871
$916K ﹤0.01%
341,917
-609,769
4872
$915K ﹤0.01%
102,737
-128,443
4873
$915K ﹤0.01%
336,535
-393,457
4874
$913K ﹤0.01%
363,823
-535,753
4875
$912K ﹤0.01%
101,994
+80,224
193 194
195
196 197