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
4876
$911K ﹤0.01%
397,603
+299,447
4877
$910K ﹤0.01%
308,582
-301,782
4878
$910K ﹤0.01%
55,970
-38,054
4879
$907K ﹤0.01%
180,720
-216,452
4880
$906K ﹤0.01%
123,757
-111,623
4881
$901K ﹤0.01%
427,157
+384,263
4882
$901K ﹤0.01%
20,893
-28,015
4883
$900K ﹤0.01%
40,725
-12,813
4884
$899K ﹤0.01%
74,005
-81,851
4885
$899K ﹤0.01%
12,743
-12,365
4886
$899K ﹤0.01%
65,375
+3,217
4887
$898K ﹤0.01%
106,379
-82,233
4888
$897K ﹤0.01%
81,053
-115,563
4889
$897K ﹤0.01%
33,522
+20,051
4890
$897K ﹤0.01%
23,849
-64,453
4891
$896K ﹤0.01%
99,215
-45,203
4892
$896K ﹤0.01%
214,380
-345,476
4893
$896K ﹤0.01%
118,057
-72,951
4894
$896K ﹤0.01%
78,760
-40,622
4895
$887K ﹤0.01%
82,969
-87,257
4896
$884K ﹤0.01%
22,747
-29,397
4897
$883K ﹤0.01%
15,093
+7,915
4898
$883K ﹤0.01%
124,007
-112,807
4899
$882K ﹤0.01%
69,872
-93,776
4900
$882K ﹤0.01%
80,284
-90,702
194 195
196
197 198