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
5426
$286K ﹤0.01%
23,761
-23,745
5427
$286K ﹤0.01%
9,666
-13,828
5428
$286K ﹤0.01%
112,066
-190,288
5429
$286K ﹤0.01%
3,541
-3,112
5430
$285K ﹤0.01%
155,859
-194,937
5431
$285K ﹤0.01%
200,646
-209,046
5432
$284K ﹤0.01%
23,645
+17,061
5433
$284K ﹤0.01%
19,041
+8,263
5434
$283K ﹤0.01%
149,876
-179,536
5435
$283K ﹤0.01%
49,607
+22,309
5436
$283K ﹤0.01%
61,153
-337,975
5437
$282K ﹤0.01%
6,392
+3,478
5438
$282K ﹤0.01%
19,078
-23,228
5439
$280K ﹤0.01%
8,482
-8,282
5440
$279K ﹤0.01%
49,865
-17,713
5441
$278K ﹤0.01%
24,047
+5,131
5442
$275K ﹤0.01%
7,035
-7,721
5443
$273K ﹤0.01%
72,120
-16,800
5444
$273K ﹤0.01%
116,079
-171,621
5445
$273K ﹤0.01%
106,553
-72,229
5446
$271K ﹤0.01%
7,824
-10,290
5447
$270K ﹤0.01%
11,581
+4,829
5448
$270K ﹤0.01%
54,913
-80,277
5449
$269K ﹤0.01%
9,939
-43,635
5450
$268K ﹤0.01%
2,706
-1,506
216 217
218
219 220