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
6201
$29K ﹤0.01%
13,250
-13,250
6202
$29K ﹤0.01%
6,081
-6,081
6203
$28.8K ﹤0.01%
533
-333
6204
$28.6K ﹤0.01%
936
-4,068
6205
$28.6K ﹤0.01%
9,852
-9,852
6206
$28.5K ﹤0.01%
2,575
-2,559
6207
$28.4K ﹤0.01%
194,778
-194,778
6208
$28.4K ﹤0.01%
89,156
-129,756
6209
$28.3K ﹤0.01%
438
-598
6210
$28.3K ﹤0.01%
1,174
-1,172
6211
$28.1K ﹤0.01%
20,070
-37,528
6212
$28K ﹤0.01%
+2,000
6213
$27.9K ﹤0.01%
2,901
+1,869
6214
$27.9K ﹤0.01%
690
-690
6215
$27.7K ﹤0.01%
1,408
-1,552
6216
$27.7K ﹤0.01%
10,747
-1,825
6217
$27.7K ﹤0.01%
14,516
-16,254
6218
$27.7K ﹤0.01%
15,819
+4,045
6219
$27.6K ﹤0.01%
13,344
-13,344
6220
$27.6K ﹤0.01%
555
-1,013
6221
$27.5K ﹤0.01%
39,813
-62,925
6222
$27.1K ﹤0.01%
58
-134
6223
$27.1K ﹤0.01%
19,946
-14,346
6224
$27.1K ﹤0.01%
7,868
-8,869
6225
$27K ﹤0.01%
117,261
-250,373