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
5626
$165K ﹤0.01%
6,739
-10,369
5627
$163K ﹤0.01%
22,388
-41,574
5628
$163K ﹤0.01%
33,386
-54,248
5629
$163K ﹤0.01%
4,224
-6,772
5630
$162K ﹤0.01%
286,000
-418,000
5631
$161K ﹤0.01%
17,969
-17,951
5632
$161K ﹤0.01%
8,987
-15,111
5633
$160K ﹤0.01%
28,793
-40,103
5634
$160K ﹤0.01%
13,381
-16,480
5635
$159K ﹤0.01%
11,759
-10,518
5636
$159K ﹤0.01%
5,206
-3,521
5637
$159K ﹤0.01%
18,089
-35,221
5638
$159K ﹤0.01%
6,211
-6,211
5639
$159K ﹤0.01%
5,838
-8,112
5640
$159K ﹤0.01%
4,811
-108,303
5641
$158K ﹤0.01%
173,026
-164,026
5642
$158K ﹤0.01%
10,855
-20,211
5643
$158K ﹤0.01%
11,253
-61,780
5644
$157K ﹤0.01%
15,819
-13,439
5645
$156K ﹤0.01%
20,291
-16,983
5646
$156K ﹤0.01%
5,208
-5,374
5647
$156K ﹤0.01%
44,756
+31,778
5648
$155K ﹤0.01%
3,994
-5,502
5649
$155K ﹤0.01%
9,392
-15,396
5650
$155K ﹤0.01%
67,591
-159,831
224 225
226
227 228