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
6701
$4.86K ﹤0.01%
563
-563
6702
$4.81K ﹤0.01%
397
-395
6703
$4.79K ﹤0.01%
1,000
-2,400
6704
$4.72K ﹤0.01%
188
-187
6705
$4.72K ﹤0.01%
7,584
-7,584
6706
$4.72K ﹤0.01%
645
-194
6707
$4.71K ﹤0.01%
410
-410
6708
$4.7K ﹤0.01%
251
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6709
$4.7K ﹤0.01%
157
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6710
$4.69K ﹤0.01%
4,740
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6711
$4.68K ﹤0.01%
1,709
-1,709
6712
$4.68K ﹤0.01%
801
-801
6713
$4.67K ﹤0.01%
143
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6714
$4.67K ﹤0.01%
2,760
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6715
$4.64K ﹤0.01%
427
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6716
$4.58K ﹤0.01%
1,340
-9,546
6717
$4.58K ﹤0.01%
2,300
-4,500
6718
$4.52K ﹤0.01%
1,249
-1,647
6719
$4.5K ﹤0.01%
100
-100
6720
$4.49K ﹤0.01%
200
-202
6721
$4.48K ﹤0.01%
290
-292
6722
$4.48K ﹤0.01%
600
-600
6723
$4.47K ﹤0.01%
148,939
-148,939
6724
$4.47K ﹤0.01%
178
-178
6725
$4.46K ﹤0.01%
30
-29
267 268
269
270 271