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
5551
$212K ﹤0.01%
7,595
-4,087
5552
$211K ﹤0.01%
5,796
-72,584
5553
$211K ﹤0.01%
11,100
-11,382
5554
$209K ﹤0.01%
36,853
-49,999
5555
$208K ﹤0.01%
35,489
-13,003
5556
$208K ﹤0.01%
50,743
-78,267
5557
$207K ﹤0.01%
532,973
-1,127,935
5558
$207K ﹤0.01%
2,874
-2,872
5559
$206K ﹤0.01%
51,923
-78,211
5560
$206K ﹤0.01%
5,265
-6,865
5561
$206K ﹤0.01%
3,908
-16,700
5562
$205K ﹤0.01%
13,941
-13,941
5563
$205K ﹤0.01%
2,888
-3,112
5564
$204K ﹤0.01%
13,309
-91,401
5565
$204K ﹤0.01%
+13,285
5566
$203K ﹤0.01%
6,057
+5,251
5567
$202K ﹤0.01%
358,234
-365,234
5568
$201K ﹤0.01%
6,167
-14,605
5569
$199K ﹤0.01%
283
-754
5570
$199K ﹤0.01%
40,700
+22,500
5571
$199K ﹤0.01%
8,049
-12,883
5572
$199K ﹤0.01%
12,156
-13,182
5573
$199K ﹤0.01%
38,909
-70,201
5574
$198K ﹤0.01%
146,679
-253,923
5575
$198K ﹤0.01%
+9,661
221 222
223
224 225