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
5051
$642K ﹤0.01%
79,190
-24,928
5052
$642K ﹤0.01%
71,619
+26,689
5053
$642K ﹤0.01%
54,377
-232,823
5054
$639K ﹤0.01%
36,042
+1,880
5055
$638K ﹤0.01%
39,816
-84,780
5056
$638K ﹤0.01%
73,349
+2,939
5057
$633K ﹤0.01%
21,084
+20,974
5058
$632K ﹤0.01%
19,815
-61,953
5059
$629K ﹤0.01%
14,371
-19,849
5060
$628K ﹤0.01%
12,683
-21,161
5061
$627K ﹤0.01%
13,894
-10,075
5062
$623K ﹤0.01%
26,055
-19,813
5063
$623K ﹤0.01%
784,472
-844,808
5064
$623K ﹤0.01%
60,272
-69,836
5065
$622K ﹤0.01%
103,504
-30,451
5066
$618K ﹤0.01%
599,565
-887,749
5067
$615K ﹤0.01%
27,112
-57,886
5068
$613K ﹤0.01%
27,252
-48,732
5069
$613K ﹤0.01%
13,472
-15,080
5070
$612K ﹤0.01%
24,154
-18,030
5071
$610K ﹤0.01%
491,666
-1,460,092
5072
$609K ﹤0.01%
12,246
-10,554
5073
$609K ﹤0.01%
8,606
-11,532
5074
$608K ﹤0.01%
27,211
-31,297
5075
$608K ﹤0.01%
79,730
-80,478
201 202
203
204 205