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
6051
$47.9K ﹤0.01%
2,189
-2,189
6052
$47.8K ﹤0.01%
1,479
-851
6053
$47.6K ﹤0.01%
9,413
-9,413
6054
$47.6K ﹤0.01%
5,588
-4,878
6055
$47.5K ﹤0.01%
2,832
-3,032
6056
$47.4K ﹤0.01%
1,500
-700
6057
$47.3K ﹤0.01%
40,456
-103,966
6058
$47.3K ﹤0.01%
1,100
-100
6059
$47.2K ﹤0.01%
6,719
-20,394
6060
$46.8K ﹤0.01%
6,699
-15,739
6061
$46.4K ﹤0.01%
1,211
+387
6062
$46.4K ﹤0.01%
5,114
-3,892
6063
$46.4K ﹤0.01%
+107
6064
$46.3K ﹤0.01%
1,787
-39
6065
$46.3K ﹤0.01%
8,850
-1,411
6066
$46.3K ﹤0.01%
5,820
-5,580
6067
$46.1K ﹤0.01%
1,971
+1,969
6068
$46.1K ﹤0.01%
1,631
-8,021
6069
$45.9K ﹤0.01%
2,833
-7,241
6070
$45.9K ﹤0.01%
1,701
-1,701
6071
$45.6K ﹤0.01%
3,410
-496
6072
$45.4K ﹤0.01%
1,915
-5,717
6073
$45.4K ﹤0.01%
8,092
-10,444
6074
$45.2K ﹤0.01%
3,033
-2,234
6075
$45.1K ﹤0.01%
1,668
-862
241 242
243
244 245