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
5801
$106K ﹤0.01%
78,832
-228,266
5802
$106K ﹤0.01%
32,301
-67,595
5803
$105K ﹤0.01%
7,932
+5,258
5804
$105K ﹤0.01%
1,825
-1,825
5805
$105K ﹤0.01%
5,072
-5,080
5806
$105K ﹤0.01%
1,046
-1,716
5807
$105K ﹤0.01%
5,809
+4,253
5808
$104K ﹤0.01%
1,709
-1,291
5809
$103K ﹤0.01%
11,380
-39
5810
$103K ﹤0.01%
174,053
-394,061
5811
$103K ﹤0.01%
4,066
-2,660
5812
$102K ﹤0.01%
2,505
-2,669
5813
$102K ﹤0.01%
36,738
-2,738
5814
$101K ﹤0.01%
134,000
-137,458
5815
$101K ﹤0.01%
28,464
-33,062
5816
$100K ﹤0.01%
3,534
-17,874
5817
$100K ﹤0.01%
5,473
-4,857
5818
$99.7K ﹤0.01%
+5,706
5819
$99.3K ﹤0.01%
981
-795
5820
$99.3K ﹤0.01%
2,452
-4,130
5821
$99.2K ﹤0.01%
2,504
-5,864
5822
$98.9K ﹤0.01%
5,827
-12,159
5823
$98.8K ﹤0.01%
9,010
-20,556
5824
$98.4K ﹤0.01%
18,672
-32,890
5825
$98.3K ﹤0.01%
2,306
-2,306
231 232
233
234 235