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
5751
$120K ﹤0.01%
6,511
-7,853
5752
$119K ﹤0.01%
13,896
+13,188
5753
$119K ﹤0.01%
16,619
-21,147
5754
$119K ﹤0.01%
3,595
-21,841
5755
$119K ﹤0.01%
2,902
-16,038
5756
$119K ﹤0.01%
6,978
-5,736
5757
$118K ﹤0.01%
780
+586
5758
$118K ﹤0.01%
2,356
+122
5759
$116K ﹤0.01%
4,250
-5,663
5760
$116K ﹤0.01%
5,552
-2,348
5761
$116K ﹤0.01%
89,357
-108,857
5762
$116K ﹤0.01%
1,181
-5,070
5763
$116K ﹤0.01%
37,136
-35,810
5764
$115K ﹤0.01%
3,500
-3,500
5765
$114K ﹤0.01%
+2,267
5766
$114K ﹤0.01%
1,562
+639
5767
$113K ﹤0.01%
21,459
-17,689
5768
$113K ﹤0.01%
1,136
+28
5769
$113K ﹤0.01%
56,114
-56,114
5770
$113K ﹤0.01%
2,512
-9,195
5771
$112K ﹤0.01%
16,208
+6,554
5772
$112K ﹤0.01%
10,076
-8,948
5773
$112K ﹤0.01%
5,020
-55,920
5774
$112K ﹤0.01%
3,500
-3,500
5775
$111K ﹤0.01%
70,554
+22,586
229 230
231
232 233