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
5851
$91.7K ﹤0.01%
8,005
-2,311
5852
$91.6K ﹤0.01%
64,498
-50,980
5853
$91.6K ﹤0.01%
4,394
-3,206
5854
$91.5K ﹤0.01%
6,831
-1,820
5855
$91.2K ﹤0.01%
10,115
-41,742
5856
$91.1K ﹤0.01%
71,755
-79,755
5857
$91.1K ﹤0.01%
9,601
-13,959
5858
$91.1K ﹤0.01%
2,399
-2,889
5859
$91K ﹤0.01%
48,650
-52,352
5860
$90.1K ﹤0.01%
36,785
-98,185
5861
$90.1K ﹤0.01%
26,885
-19,055
5862
$89.8K ﹤0.01%
4,723
-6,313
5863
$89.7K ﹤0.01%
74,718
-94,718
5864
$89.3K ﹤0.01%
5,371
-5,371
5865
$89.3K ﹤0.01%
1,857
-1,725
5866
$88.9K ﹤0.01%
8,850
-6,590
5867
$88.6K ﹤0.01%
4,890
-4,904
5868
$88.6K ﹤0.01%
46,123
-46,125
5869
$88.4K ﹤0.01%
2,500
-2,500
5870
$88.4K ﹤0.01%
2,824
-4,022
5871
$87.4K ﹤0.01%
13,266
-81,428
5872
$87.3K ﹤0.01%
3,000
-3,002
5873
$86.9K ﹤0.01%
6,344
-14,463
5874
$86.8K ﹤0.01%
8,115
-81,641
5875
$85.9K ﹤0.01%
3,915
-3,915
233 234
235
236 237