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
4976
$762K ﹤0.01%
375,447
-867,469
4977
$762K ﹤0.01%
23,662
-198,998
4978
$761K ﹤0.01%
6,509
-6,509
4979
$760K ﹤0.01%
54,817
-36,421
4980
$760K ﹤0.01%
15,742
+9,358
4981
$760K ﹤0.01%
121,543
-128,343
4982
$758K ﹤0.01%
111,597
+16,221
4983
$757K ﹤0.01%
175,337
-164,779
4984
$752K ﹤0.01%
132,379
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4985
$751K ﹤0.01%
116,410
-145,002
4986
$747K ﹤0.01%
132,002
-132,000
4987
$746K ﹤0.01%
47,293
-64,917
4988
$746K ﹤0.01%
94,371
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4989
$744K ﹤0.01%
215,547
-349,263
4990
$743K ﹤0.01%
118,829
+78,627
4991
$742K ﹤0.01%
33,264
+27,056
4992
$740K ﹤0.01%
105,242
-163,006
4993
$739K ﹤0.01%
+25,490
4994
$739K ﹤0.01%
15,562
-17,538
4995
$738K ﹤0.01%
361,578
-1,027,346
4996
$735K ﹤0.01%
399,641
-664,339
4997
$731K ﹤0.01%
127,775
-469,355
4998
$727K ﹤0.01%
207,794
-265,170
4999
$725K ﹤0.01%
179,516
-369,008
5000
$725K ﹤0.01%
+28,197
198 199
200
201 202