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
5026
$682K ﹤0.01%
86,856
-78,678
5027
$679K ﹤0.01%
458,697
-496,435
5028
$678K ﹤0.01%
26,155
-124,231
5029
$678K ﹤0.01%
35,831
-56,767
5030
$676K ﹤0.01%
32,795
-37,655
5031
$676K ﹤0.01%
102,487
-110,543
5032
$673K ﹤0.01%
126,950
-159,581
5033
$671K ﹤0.01%
29,041
-15,935
5034
$671K ﹤0.01%
5,194
-4,771
5035
$671K ﹤0.01%
7,062
-7,266
5036
$670K ﹤0.01%
31,207
-31,307
5037
$664K ﹤0.01%
691,201
-1,075,577
5038
$663K ﹤0.01%
22,453
-21,791
5039
$659K ﹤0.01%
125,276
-178,020
5040
$657K ﹤0.01%
9,314
-9,478
5041
$656K ﹤0.01%
32,771
-40,307
5042
$653K ﹤0.01%
82,644
-111,928
5043
$653K ﹤0.01%
164,848
-425,382
5044
$651K ﹤0.01%
177,881
-202,765
5045
$651K ﹤0.01%
19,096
-20,638
5046
$649K ﹤0.01%
95,856
-80,180
5047
$647K ﹤0.01%
27,703
-8,437
5048
$646K ﹤0.01%
43,300
-8,300
5049
$645K ﹤0.01%
308,767
-809,103
5050
$645K ﹤0.01%
37,776
-61,054
200 201
202
203 204