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
5001
$717K ﹤0.01%
421,828
-376,528
5002
$714K ﹤0.01%
273,466
-374,276
5003
$713K ﹤0.01%
71,510
-75,940
5004
$711K ﹤0.01%
10,178
-7,722
5005
$711K ﹤0.01%
15,285
-11,179
5006
$708K ﹤0.01%
286,560
-400,892
5007
$705K ﹤0.01%
64,583
-67,495
5008
$705K ﹤0.01%
26,431
-32,647
5009
$705K ﹤0.01%
17,505
-15,981
5010
$705K ﹤0.01%
132,765
-148,017
5011
$703K ﹤0.01%
22,713
+20,716
5012
$703K ﹤0.01%
29,905
-30,229
5013
$699K ﹤0.01%
57,422
+47,364
5014
$698K ﹤0.01%
130,879
-244,085
5015
$697K ﹤0.01%
27,728
-24,194
5016
$696K ﹤0.01%
45,533
-64,619
5017
$693K ﹤0.01%
46,343
-40,520
5018
$690K ﹤0.01%
110,626
-934,500
5019
$690K ﹤0.01%
7,669
-4,267
5020
$690K ﹤0.01%
84,524
-280,740
5021
$689K ﹤0.01%
49,941
-58,816
5022
$689K ﹤0.01%
8,168
-11,790
5023
$688K ﹤0.01%
17,575
-5,739
5024
$686K ﹤0.01%
87,606
+192
5025
$684K ﹤0.01%
13,329
-4,257
199 200
201
202 203