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
5126
$551K ﹤0.01%
198,999
-725,297
5127
$549K ﹤0.01%
20,175
-28,383
5128
$548K ﹤0.01%
8,620
-8,348
5129
$548K ﹤0.01%
18,761
-11,723
5130
$547K ﹤0.01%
98,132
-106,144
5131
$546K ﹤0.01%
131,533
-80,689
5132
$545K ﹤0.01%
32,735
+30,033
5133
$545K ﹤0.01%
15,657
-53,357
5134
$535K ﹤0.01%
10,688
-17,394
5135
$534K ﹤0.01%
63,686
+47,914
5136
$531K ﹤0.01%
98,377
+2,079
5137
$531K ﹤0.01%
2,787
-673
5138
$526K ﹤0.01%
31,327
-68,913
5139
$525K ﹤0.01%
6,050
-17,119
5140
$523K ﹤0.01%
13,200
-12,600
5141
$523K ﹤0.01%
90,127
-58,159
5142
$523K ﹤0.01%
76,513
-98,365
5143
$522K ﹤0.01%
9,310
-15,810
5144
$519K ﹤0.01%
99,118
-36,910
5145
$516K ﹤0.01%
33,082
-33,606
5146
$515K ﹤0.01%
415,581
-821,485
5147
$513K ﹤0.01%
101,574
-118,070
5148
$513K ﹤0.01%
119,763
-154,539
5149
$512K ﹤0.01%
17,120
-29,688
5150
$512K ﹤0.01%
11,698
+590
204 205
206
207 208