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
5226
$432K ﹤0.01%
13,943
-9,261
5227
$432K ﹤0.01%
5,423
-8,759
5228
$431K ﹤0.01%
58,039
-42,857
5229
$429K ﹤0.01%
100,000
-100,000
5230
$429K ﹤0.01%
18,273
-18,775
5231
$428K ﹤0.01%
84,593
-262,633
5232
$427K ﹤0.01%
53,956
-7,884
5233
$425K ﹤0.01%
62,357
-73,177
5234
$424K ﹤0.01%
40,356
-48,840
5235
$424K ﹤0.01%
79,425
+48,945
5236
$422K ﹤0.01%
51,499
-17,183
5237
$420K ﹤0.01%
5,913
-7,525
5238
$419K ﹤0.01%
46,077
-40,791
5239
$419K ﹤0.01%
13,684
-10,816
5240
$419K ﹤0.01%
28,482
-43,352
5241
$418K ﹤0.01%
21,038
-32,142
5242
$418K ﹤0.01%
26,561
-25,970
5243
$418K ﹤0.01%
245,672
-245,672
5244
$416K ﹤0.01%
53,244
-43,786
5245
$415K ﹤0.01%
19,868
-42,022
5246
$414K ﹤0.01%
27,780
-34,748
5247
$414K ﹤0.01%
6,254
-6,924
5248
$413K ﹤0.01%
27,940
-32,486
5249
$413K ﹤0.01%
41,375
-47,989
5250
$412K ﹤0.01%
117,184
-332,022
208 209
210
211 212