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
5176
$485K ﹤0.01%
8,637
+6,351
5177
$484K ﹤0.01%
6,300
-6,466
5178
$482K ﹤0.01%
110,354
-71,510
5179
$482K ﹤0.01%
27,659
-40,495
5180
$482K ﹤0.01%
9,712
-7,558
5181
$481K ﹤0.01%
61,074
-49,828
5182
$480K ﹤0.01%
97,986
-64,216
5183
$480K ﹤0.01%
43,349
-75,099
5184
$480K ﹤0.01%
7,303
-7,591
5185
$478K ﹤0.01%
14,308
-8,094
5186
$476K ﹤0.01%
12,432
-21,224
5187
$476K ﹤0.01%
+15,869
5188
$476K ﹤0.01%
82,474
-163,708
5189
$474K ﹤0.01%
63,246
-68,699
5190
$473K ﹤0.01%
64,198
-94,563
5191
$471K ﹤0.01%
49,859
-98,009
5192
$471K ﹤0.01%
20,561
-14,559
5193
$470K ﹤0.01%
24,751
-15,185
5194
$469K ﹤0.01%
128,563
-53,171
5195
$467K ﹤0.01%
21,917
-9,193
5196
$467K ﹤0.01%
51,145
-99,783
5197
$465K ﹤0.01%
32,294
-42,592
5198
$463K ﹤0.01%
68,135
-118,933
5199
$462K ﹤0.01%
75,542
+12,736
5200
$462K ﹤0.01%
29,852
-26,490
206 207
208
209 210