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
5726
$127K ﹤0.01%
44,124
-48,584
5727
$127K ﹤0.01%
28,565
-46,989
5728
$126K ﹤0.01%
4,719
-8,459
5729
$126K ﹤0.01%
5,986
+4,782
5730
$125K ﹤0.01%
3,000
-3,000
5731
$125K ﹤0.01%
35,153
-612,239
5732
$125K ﹤0.01%
98,410
-93,510
5733
$125K ﹤0.01%
2,685
-2,717
5734
$125K ﹤0.01%
+61,469
5735
$124K ﹤0.01%
7,238
-11,444
5736
$124K ﹤0.01%
6,230
+5,670
5737
$124K ﹤0.01%
2,790
-1,837
5738
$124K ﹤0.01%
242,671
-592,113
5739
$124K ﹤0.01%
31,541
+25,941
5740
$124K ﹤0.01%
32,000
+3,800
5741
$123K ﹤0.01%
17,243
-34,019
5742
$122K ﹤0.01%
+2,395
5743
$122K ﹤0.01%
5,713
+1,501
5744
$122K ﹤0.01%
9,871
+637
5745
$121K ﹤0.01%
11,901
-15,401
5746
$121K ﹤0.01%
145
+95
5747
$121K ﹤0.01%
6,680
-8,136
5748
$120K ﹤0.01%
118,016
-56,666
5749
$120K ﹤0.01%
9,551
-22,380
5750
$120K ﹤0.01%
11,615
-10,127
228 229
230
231 232