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
5276
$382K ﹤0.01%
10,232
-17,642
5277
$382K ﹤0.01%
59,338
-64,480
5278
$379K ﹤0.01%
10,023
-11,095
5279
$378K ﹤0.01%
+21,141
5280
$377K ﹤0.01%
22,716
-2,269
5281
$377K ﹤0.01%
8,156
-11,081
5282
$377K ﹤0.01%
489,809
-1,165,605
5283
$376K ﹤0.01%
212,467
-212,467
5284
$375K ﹤0.01%
13,716
-19,982
5285
$375K ﹤0.01%
215,503
-402,695
5286
$375K ﹤0.01%
150,491
-40,549
5287
$374K ﹤0.01%
15,084
-20,996
5288
$374K ﹤0.01%
16,319
+3,971
5289
$373K ﹤0.01%
1,205
-3,337
5290
$372K ﹤0.01%
9,067
-27,061
5291
$371K ﹤0.01%
44,614
-35,738
5292
$370K ﹤0.01%
20,626
-80,756
5293
$370K ﹤0.01%
12,664
-17,364
5294
$370K ﹤0.01%
23,881
-64,653
5295
$369K ﹤0.01%
348,313
-114,457
5296
$369K ﹤0.01%
275,369
+246,413
5297
$369K ﹤0.01%
3,840
-4,428
5298
$365K ﹤0.01%
82,216
-236,584
5299
$365K ﹤0.01%
73,446
-2,294,432
5300
$365K ﹤0.01%
+56,527
210 211
212
213 214