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
6401
$13.6K ﹤0.01%
7,899
-16,171
6402
$13.5K ﹤0.01%
4,164
-2,498
6403
$13.5K ﹤0.01%
505
-505
6404
$13.4K ﹤0.01%
27,392
-71,324
6405
$13.4K ﹤0.01%
234
-256
6406
$13.4K ﹤0.01%
1,865
-3,043,223
6407
$13.4K ﹤0.01%
289
-289
6408
$13.3K ﹤0.01%
50,347
-50,348
6409
$13.3K ﹤0.01%
245
-243
6410
$13.3K ﹤0.01%
2,804
-2,391
6411
$13.3K ﹤0.01%
5,133
-4,425
6412
$13.2K ﹤0.01%
1,110
+35
6413
$13.2K ﹤0.01%
446
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6414
$13.1K ﹤0.01%
459
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6415
$13.1K ﹤0.01%
599
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6416
$13.1K ﹤0.01%
6,321
-6,321
6417
$13K ﹤0.01%
246
-1,415
6418
$12.9K ﹤0.01%
1,237
-1,001
6419
$12.9K ﹤0.01%
950
-150
6420
$12.8K ﹤0.01%
611
+589
6421
$12.8K ﹤0.01%
+532
6422
$12.7K ﹤0.01%
+2,000
6423
$12.7K ﹤0.01%
488
+458
6424
$12.7K ﹤0.01%
23,476
-23,476
6425
$12.7K ﹤0.01%
+500
255 256
257
258 259