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
5576
$198K ﹤0.01%
8,679
-5,650
5577
$198K ﹤0.01%
50,284
-100,420
5578
$197K ﹤0.01%
15,379
-25,213
5579
$197K ﹤0.01%
+6,518
5580
$197K ﹤0.01%
48,712
+2,460
5581
$197K ﹤0.01%
2,907
+1,521
5582
$197K ﹤0.01%
7,901
-11,559
5583
$196K ﹤0.01%
2,871
-1,945
5584
$196K ﹤0.01%
6,008
-5,492
5585
$196K ﹤0.01%
234
-70
5586
$195K ﹤0.01%
12,047
-21,885
5587
$194K ﹤0.01%
47,551
+15,469
5588
$194K ﹤0.01%
18,304
-4,423
5589
$193K ﹤0.01%
52,953
-57,385
5590
$191K ﹤0.01%
16,360
-47,800
5591
$191K ﹤0.01%
5,420
-5,838
5592
$190K ﹤0.01%
3,349
-3,349
5593
$189K ﹤0.01%
27,319
-8,733
5594
$188K ﹤0.01%
17,701
-23,499
5595
$187K ﹤0.01%
27,268
-60,814
5596
$186K ﹤0.01%
2,227
+341
5597
$185K ﹤0.01%
43,527
+37,127
5598
$184K ﹤0.01%
4,614
-4,614
5599
$184K ﹤0.01%
4,303
+4,299
5600
$184K ﹤0.01%
6,636
+302
222 223
224
225 226