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
5376
$313K ﹤0.01%
244,706
-255,506
5377
$313K ﹤0.01%
21,138
-37,934
5378
$312K ﹤0.01%
47,197
-110,957
5379
$311K ﹤0.01%
12,001
-18,569
5380
$310K ﹤0.01%
184,290
-514,660
5381
$309K ﹤0.01%
1,031
+341
5382
$309K ﹤0.01%
14,947
-5,297
5383
$308K ﹤0.01%
15,001
+14,997
5384
$307K ﹤0.01%
33,339
-44,375
5385
$307K ﹤0.01%
8,288
-12,490
5386
$306K ﹤0.01%
31,068
-188,402
5387
$306K ﹤0.01%
17,400
-12,700
5388
$306K ﹤0.01%
38,652
-138,830
5389
$306K ﹤0.01%
57,115
-148,065
5390
$305K ﹤0.01%
6,230
-10,084
5391
$305K ﹤0.01%
29,965
-34,917
5392
$305K ﹤0.01%
99,953
-167,927
5393
$304K ﹤0.01%
20,056
-30,544
5394
$304K ﹤0.01%
49,856
-49,748
5395
$303K ﹤0.01%
+73,327
5396
$303K ﹤0.01%
10,607
-10,935
5397
$303K ﹤0.01%
21,118
-34,198
5398
$302K ﹤0.01%
131,692
-131,842
5399
$301K ﹤0.01%
15,412
-27,464
5400
$301K ﹤0.01%
49,757
-163,243
214 215
216
217 218