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
5301
$363K ﹤0.01%
16,985
-23,335
5302
$363K ﹤0.01%
13,976
-70,350
5303
$362K ﹤0.01%
6,155
-6,841
5304
$362K ﹤0.01%
13,110
-56,072
5305
$362K ﹤0.01%
278,271
-462,165
5306
$362K ﹤0.01%
5,811
-8,583
5307
$361K ﹤0.01%
22,560
+16,856
5308
$361K ﹤0.01%
33,935
-57,554
5309
$361K ﹤0.01%
123,211
-122,735
5310
$359K ﹤0.01%
47,289
-65,139
5311
$358K ﹤0.01%
534,071
-1,283,941
5312
$358K ﹤0.01%
466,222
-960,604
5313
$357K ﹤0.01%
53,092
+36,578
5314
$357K ﹤0.01%
49,726
-65,024
5315
$356K ﹤0.01%
19,608
-31,562
5316
$354K ﹤0.01%
58,984
-95,048
5317
$354K ﹤0.01%
6,358
-4,466
5318
$352K ﹤0.01%
10,972
+5,821
5319
$352K ﹤0.01%
16,722
-10,314
5320
$351K ﹤0.01%
35,076
-147,432
5321
$351K ﹤0.01%
122,274
-158,794
5322
$348K ﹤0.01%
19,445
-33,155
5323
$348K ﹤0.01%
159,428
-281,836
5324
$347K ﹤0.01%
103,098
-169,328
5325
$347K ﹤0.01%
7,200
-8,016
211 212
213
214 215