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
5501
$242K ﹤0.01%
11,150
-17,702
5502
$241K ﹤0.01%
2,999
-2,685
5503
$240K ﹤0.01%
63,515
-57,069
5504
$240K ﹤0.01%
53,964
-55,964
5505
$240K ﹤0.01%
85,677
-207,765
5506
$240K ﹤0.01%
91,857
-24,467
5507
$240K ﹤0.01%
221,905
-32,625
5508
$240K ﹤0.01%
47,924
+10,458
5509
$239K ﹤0.01%
44,785
+33,323
5510
$237K ﹤0.01%
11,646
-14,316
5511
$237K ﹤0.01%
17,255
-30,871
5512
$237K ﹤0.01%
8,253
-28,189
5513
$237K ﹤0.01%
9,800
-9,800
5514
$236K ﹤0.01%
12,116
+436
5515
$236K ﹤0.01%
38,427
-52,065
5516
$235K ﹤0.01%
68,227
-229,779
5517
$235K ﹤0.01%
28,191
-36,397
5518
$235K ﹤0.01%
8,438
-20,254
5519
$234K ﹤0.01%
10,203
-9,055
5520
$234K ﹤0.01%
15,503
-16,397
5521
$234K ﹤0.01%
6,090
-38,752
5522
$232K ﹤0.01%
57,691
-67,923
5523
$232K ﹤0.01%
7,374
-7,290
5524
$230K ﹤0.01%
991
-1,468
5525
$230K ﹤0.01%
4,888
-4,576
219 220
221
222 223