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
6076
$45.1K ﹤0.01%
12,346
-15,462
6077
$44.9K ﹤0.01%
8,575
-6,975
6078
$44.9K ﹤0.01%
1,314
-976
6079
$44.8K ﹤0.01%
+6,924
6080
$44.8K ﹤0.01%
1,422
-1,220
6081
$44.6K ﹤0.01%
62,229
-398,803
6082
$44.5K ﹤0.01%
781
-79
6083
$44.3K ﹤0.01%
1,495
-118,587
6084
$44.3K ﹤0.01%
10,249
-9,751
6085
$43.9K ﹤0.01%
1,254
-1,256
6086
$43.8K ﹤0.01%
3,877
-5,797
6087
$43.7K ﹤0.01%
366
-366
6088
$43.7K ﹤0.01%
6,893
-10,325
6089
$43.7K ﹤0.01%
8,114
-4,664
6090
$43.4K ﹤0.01%
3,512
-3,596
6091
$43.4K ﹤0.01%
2,422
-3,120
6092
$43.4K ﹤0.01%
5,474
-3,246
6093
$43.3K ﹤0.01%
+1
6094
$43.2K ﹤0.01%
1,820
-1,820
6095
$42.9K ﹤0.01%
2,409
-2,807
6096
$42.7K ﹤0.01%
3,233
-3,233
6097
$42.6K ﹤0.01%
1,199
+649
6098
$42.6K ﹤0.01%
5,791
-2,809
6099
$42.5K ﹤0.01%
1,354
-956
6100
$42.4K ﹤0.01%
691
-1,289
242 243
244
245 246