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
6001
$55.4K ﹤0.01%
4,900
-4,900
6002
$55.3K ﹤0.01%
2,213
+439
6003
$54.9K ﹤0.01%
62,747
-32,241
6004
$54.8K ﹤0.01%
4,725
-4,525
6005
$54.8K ﹤0.01%
1,461
-183
6006
$54.7K ﹤0.01%
21,779
-181,159
6007
$54.7K ﹤0.01%
5,385
-2,465
6008
$54K ﹤0.01%
394
-540
6009
$53.8K ﹤0.01%
1,650
-2,150
6010
$53.8K ﹤0.01%
3,371
-32,408
6011
$53.7K ﹤0.01%
1,224
-1,222
6012
$53.7K ﹤0.01%
1,043
-4,568
6013
$53.6K ﹤0.01%
58
-58
6014
$53.5K ﹤0.01%
1,271
-993
6015
$53.4K ﹤0.01%
9,839
-49,667
6016
$53.3K ﹤0.01%
2,708
+1,293
6017
$53.3K ﹤0.01%
441
-1,774
6018
$53.3K ﹤0.01%
1,485
+1,155
6019
$53.2K ﹤0.01%
1,144
-1,144
6020
$53K ﹤0.01%
29,259
-29,253
6021
$52.7K ﹤0.01%
+892
6022
$52.7K ﹤0.01%
39,950
-315,566
6023
$52.7K ﹤0.01%
37,088
-36,944
6024
$52.3K ﹤0.01%
782
+477
6025
$52.1K ﹤0.01%
35,666
-35,666
239 240
241
242 243