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
5776
$111K ﹤0.01%
45,858
-180,536
5777
$111K ﹤0.01%
3,176
-3,176
5778
$111K ﹤0.01%
37,154
-39,954
5779
$111K ﹤0.01%
20,183
-19,929
5780
$111K ﹤0.01%
1,559
+1,041
5781
$111K ﹤0.01%
116,385
-123,571
5782
$110K ﹤0.01%
5,719
-6,119
5783
$110K ﹤0.01%
39,171
-40,371
5784
$110K ﹤0.01%
+32,441
5785
$110K ﹤0.01%
97,845
+63,845
5786
$109K ﹤0.01%
71,989
-123,135
5787
$109K ﹤0.01%
16,065
-11,497
5788
$109K ﹤0.01%
5,326
-5,326
5789
$108K ﹤0.01%
33,732
-44,282
5790
$108K ﹤0.01%
2,141
-3,941
5791
$108K ﹤0.01%
82,336
-162,486
5792
$108K ﹤0.01%
+1,536
5793
$108K ﹤0.01%
51,985
-58,169
5794
$108K ﹤0.01%
10,463
-11,969
5795
$107K ﹤0.01%
2,298
-2,298
5796
$107K ﹤0.01%
1,397
+81
5797
$107K ﹤0.01%
+29,848
5798
$106K ﹤0.01%
17,584
-17,208
5799
$106K ﹤0.01%
49,422
-32,192
5800
$106K ﹤0.01%
9,117
-9,119
230 231
232
233 234