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
5451
$267K ﹤0.01%
15,379
-29,188
5452
$266K ﹤0.01%
7,358
-98,964
5453
$266K ﹤0.01%
+17,388
5454
$266K ﹤0.01%
50,353
-686,907
5455
$266K ﹤0.01%
12,145
-19,495
5456
$265K ﹤0.01%
6,084
-11,587
5457
$264K ﹤0.01%
59,529
+49,099
5458
$264K ﹤0.01%
24,179
-3,623
5459
$264K ﹤0.01%
104,415
-203,015
5460
$264K ﹤0.01%
101,960
-108,088
5461
$263K ﹤0.01%
314,302
-1,624,012
5462
$262K ﹤0.01%
15,608
+10,849
5463
$262K ﹤0.01%
8,692
-13,954
5464
$261K ﹤0.01%
9,673
-29,999
5465
$260K ﹤0.01%
81,828
-89,228
5466
$260K ﹤0.01%
10,801
-10,681
5467
$259K ﹤0.01%
5,518
-4,758
5468
$258K ﹤0.01%
152,811
-152,895
5469
$258K ﹤0.01%
9,440
-5,886
5470
$258K ﹤0.01%
10,114
-7,746
5471
$257K ﹤0.01%
107,500
-31,038
5472
$256K ﹤0.01%
8,763
-2,443
5473
$255K ﹤0.01%
30,848
-50,524
5474
$255K ﹤0.01%
596
-594
5475
$255K ﹤0.01%
9,737
-13,797
217 218
219
220 221