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
6826
$2.63K ﹤0.01%
190
-191
6827
$2.6K ﹤0.01%
3,023
-56,305
6828
$2.59K ﹤0.01%
52
-554
6829
$2.57K ﹤0.01%
1,100
-1,100
6830
$2.52K ﹤0.01%
49
-51
6831
$2.5K ﹤0.01%
17
-17
6832
$2.48K ﹤0.01%
602
-5,200
6833
$2.46K ﹤0.01%
723
-2,191
6834
– –
-1
6835
$2.43K ﹤0.01%
791
-874
6836
$2.42K ﹤0.01%
72
+70
6837
$2.42K ﹤0.01%
317
-317
6838
$2.4K ﹤0.01%
4,480
-4,480
6839
$2.4K ﹤0.01%
1,100
-2,700
6840
$2.38K ﹤0.01%
+82
6841
$2.37K ﹤0.01%
878
-878
6842
$2.36K ﹤0.01%
1,525
-1,525
6843
$2.36K ﹤0.01%
38
-146
6844
$2.35K ﹤0.01%
+100
6845
– –
0
6846
$2.34K ﹤0.01%
8,552
-8,758
6847
$2.31K ﹤0.01%
+771
6848
$2.25K ﹤0.01%
+691
6849
$2.25K ﹤0.01%
100
-100
6850
$2.2K ﹤0.01%
964
-964
272 273
274
275 276