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
5651
$155K ﹤0.01%
5,021
-8,868
5652
$154K ﹤0.01%
3,392
-2,890
5653
$154K ﹤0.01%
6,141
-10,141
5654
$154K ﹤0.01%
15,190
-4,454
5655
$154K ﹤0.01%
+7,783
5656
$154K ﹤0.01%
90,359
-99,359
5657
$153K ﹤0.01%
2,166
+960
5658
$153K ﹤0.01%
7,454
+456
5659
$153K ﹤0.01%
3,425
-3,425
5660
$153K ﹤0.01%
10,581
-12,331
5661
$153K ﹤0.01%
1,895
-750
5662
$152K ﹤0.01%
11,557
+5,463
5663
$152K ﹤0.01%
7,765
-16,848
5664
$152K ﹤0.01%
4,325
-1,913
5665
$151K ﹤0.01%
1,975
+1,189
5666
$151K ﹤0.01%
6,927
-6,927
5667
$151K ﹤0.01%
63,530
-63,530
5668
$150K ﹤0.01%
2,963
-2,961
5669
$150K ﹤0.01%
95,549
-95,549
5670
$150K ﹤0.01%
1,597
-35
5671
$149K ﹤0.01%
7,230
-97,974
5672
$149K ﹤0.01%
32,183
-12,131
5673
$148K ﹤0.01%
1,740
+940
5674
$148K ﹤0.01%
802
-600
5675
$148K ﹤0.01%
236,907
-191,407
225 226
227
228 229