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
5676
$147K ﹤0.01%
18,207
-15,173
5677
$147K ﹤0.01%
36,356
-34,556
5678
$146K ﹤0.01%
4,125
-4,125
5679
$146K ﹤0.01%
41,242
-49,932
5680
$145K ﹤0.01%
46,424
-16,522
5681
$145K ﹤0.01%
3,088
-3,088
5682
$144K ﹤0.01%
74,461
-83,059
5683
$144K ﹤0.01%
1,828
-732
5684
$144K ﹤0.01%
16,932
-16,932
5685
$144K ﹤0.01%
28,072
+21,218
5686
$144K ﹤0.01%
5,660
-4,130
5687
$144K ﹤0.01%
46,661
-46,827
5688
$144K ﹤0.01%
7,365
-11,627
5689
$144K ﹤0.01%
12,993
-27,929
5690
$143K ﹤0.01%
13,670
+11,758
5691
$143K ﹤0.01%
6,750
-7,894
5692
$143K ﹤0.01%
45,158
-47,620
5693
$143K ﹤0.01%
8,062
-8,258
5694
$143K ﹤0.01%
11,973
-38,474
5695
$143K ﹤0.01%
12,026
+560
5696
$142K ﹤0.01%
3,943
+3,927
5697
$141K ﹤0.01%
76,382
-121,856
5698
$141K ﹤0.01%
3,393
-3,393
5699
$141K ﹤0.01%
5,091
-9,919
5700
$140K ﹤0.01%
3,225
-3,225
226 227
228
229 230