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
5151
$512K ﹤0.01%
20,638
-8,156
5152
$509K ﹤0.01%
10,852
+10,546
5153
$509K ﹤0.01%
227,670
-237,670
5154
$507K ﹤0.01%
27,798
-36,494
5155
$506K ﹤0.01%
14,526
-19,894
5156
$505K ﹤0.01%
15,555
-28,794
5157
$503K ﹤0.01%
74,970
-135,256
5158
$501K ﹤0.01%
16,979
-26,941
5159
$499K ﹤0.01%
56,051
-52,765
5160
$497K ﹤0.01%
18,471
-31,661
5161
$497K ﹤0.01%
159,841
-80,663
5162
$496K ﹤0.01%
26,392
-45,588
5163
$495K ﹤0.01%
16,567
-14,291
5164
$494K ﹤0.01%
29,927
-877
5165
$494K ﹤0.01%
15,482
-17,126
5166
$493K ﹤0.01%
281,468
+63,318
5167
$492K ﹤0.01%
18,771
-22,413
5168
$490K ﹤0.01%
275,361
-243,949
5169
$490K ﹤0.01%
16,047
-20,295
5170
$488K ﹤0.01%
176,175
-242,861
5171
$487K ﹤0.01%
43,341
-39,917
5172
$486K ﹤0.01%
34,092
-59,816
5173
$486K ﹤0.01%
169,959
-273,705
5174
$486K ﹤0.01%
47,671
-39,521
5175
$485K ﹤0.01%
30,837
-47,355
205 206
207
208 209