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
5401
$300K ﹤0.01%
12,583
-23,343
5402
$300K ﹤0.01%
6,335
-10,871
5403
$299K ﹤0.01%
63,766
-109,832
5404
$299K ﹤0.01%
30,480
-43,612
5405
$299K ﹤0.01%
58,898
+35,236
5406
$298K ﹤0.01%
173,025
-343,967
5407
$297K ﹤0.01%
52,393
-128,049
5408
$297K ﹤0.01%
7,180
-7,240
5409
$296K ﹤0.01%
45,594
-103,920
5410
$296K ﹤0.01%
22,185
+13,719
5411
$294K ﹤0.01%
433,069
-374,469
5412
$294K ﹤0.01%
11,844
-11,844
5413
$292K ﹤0.01%
85,127
-271,423
5414
$291K ﹤0.01%
240,571
-602,599
5415
$291K ﹤0.01%
46,715
-97,029
5416
$291K ﹤0.01%
12,944
-15,466
5417
$290K ﹤0.01%
18,276
-33,630
5418
$290K ﹤0.01%
44,713
-62,765
5419
$290K ﹤0.01%
27,572
-27,250
5420
$289K ﹤0.01%
6,358
-4,486
5421
$289K ﹤0.01%
7,720
-5,812
5422
$289K ﹤0.01%
13,576
-16,144
5423
$288K ﹤0.01%
10,226
-12,790
5424
$288K ﹤0.01%
72,771
-97,521
5425
$287K ﹤0.01%
38,011
-102,639
215 216
217
218 219