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
5076
$606K ﹤0.01%
260,272
+247,408
5077
$605K ﹤0.01%
+8,693
5078
$604K ﹤0.01%
10,640
-14,752
5079
$604K ﹤0.01%
125,013
-107,867
5080
$603K ﹤0.01%
43,864
-39,092
5081
$603K ﹤0.01%
7,847
-10,703
5082
$600K ﹤0.01%
156,299
-161,201
5083
$599K ﹤0.01%
187,150
-188,188
5084
$598K ﹤0.01%
61,622
-55,284
5085
$593K ﹤0.01%
194,910
-268,374
5086
$591K ﹤0.01%
20,654
-19,140
5087
$591K ﹤0.01%
10,437
-2,879
5088
$590K ﹤0.01%
373,281
-3,540,035
5089
$586K ﹤0.01%
32,564
-40,964
5090
$586K ﹤0.01%
244,209
-1,591,167
5091
$585K ﹤0.01%
25,000
-25,000
5092
$583K ﹤0.01%
151,480
-152,830
5093
$583K ﹤0.01%
39,442
-179,634
5094
$581K ﹤0.01%
226,964
+1,290
5095
$579K ﹤0.01%
474,388
-484,460
5096
$578K ﹤0.01%
35,237
-36,099
5097
$577K ﹤0.01%
68,110
-97,930
5098
$577K ﹤0.01%
52,976
-78,252
5099
$577K ﹤0.01%
94,990
-150,010
5100
$576K ﹤0.01%
2,507
-2,805
202 203
204
205 206