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
5476
$255K ﹤0.01%
127,368
-281,658
5477
$255K ﹤0.01%
29,704
-49,612
5478
$254K ﹤0.01%
91,573
-150,417
5479
$253K ﹤0.01%
95,621
-112,147
5480
$253K ﹤0.01%
41,244
-70,148
5481
$252K ﹤0.01%
6,192
-2,813
5482
$252K ﹤0.01%
23,162
-37,578
5483
$251K ﹤0.01%
46,175
-60,847
5484
$250K ﹤0.01%
9,203
-88,117
5485
$248K ﹤0.01%
8,775
-8,769
5486
$248K ﹤0.01%
+32,271
5487
$247K ﹤0.01%
28,695
-49,097
5488
$247K ﹤0.01%
155,462
-165,460
5489
$247K ﹤0.01%
93,168
-86,396
5490
$247K ﹤0.01%
2,642
-4,200
5491
$247K ﹤0.01%
724
-724
5492
$247K ﹤0.01%
9,353
-9,763
5493
$246K ﹤0.01%
21,615
-35,389
5494
$246K ﹤0.01%
8,043
-6,337
5495
$246K ﹤0.01%
30,509
-48,525
5496
$246K ﹤0.01%
13,665
-69,125
5497
$246K ﹤0.01%
6,866
-4,866
5498
$245K ﹤0.01%
56,360
-106,760
5499
$243K ﹤0.01%
7,090
-7,600
5500
$243K ﹤0.01%
5,137
-9,212
218 219
220
221 222