Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NINE
7151
DELISTED
Nine Energy Service
NINE
$1.05K ﹤0.01%
3,048
-1
RDTL
7152
GraniteShares 2x Long RDDT Daily ETF
RDTL
$53M
$1.05K ﹤0.01%
+21
RPTX
7153
DELISTED
Repare Therapeutics
RPTX
$1.05K ﹤0.01%
404
-6,334
SIMA
7154
SIM Acquisition Corp I
SIMA
$329M
$1.05K ﹤0.01%
99
+15
LPAA
7155
Launch One Acquisition Corp
LPAA
$308M
$1.05K ﹤0.01%
99
+15
CENN icon
7156
Cenntro
CENN
$6.81M
$1.04K ﹤0.01%
7,664
-17,758
LPBB
7157
Launch Two Acquisition Corp
LPBB
$304M
$1.04K ﹤0.01%
99
+15
DRDB
7158
Roman DBDR Acquisition Corp II
DRDB
$322M
$1.03K ﹤0.01%
99
+15
LYRA
7159
DELISTED
LYRA THERAPEUTICS INC
LYRA
$1.03K ﹤0.01%
334
-943
LOKV
7160
Live Oak Acquisition Corp V
LOKV
$300M
$1.02K ﹤0.01%
99
+15
PRPL icon
7161
Purple Innovation
PRPL
$66.4M
$1.02K ﹤0.01%
1,471
-32,016
WENN
7162
Wen Acquisition Corp
WENN
$383M
$1.01K ﹤0.01%
100
+80
XTLB
7163
XTL Biopharmaceuticals
XTLB
$5.61M
$1.01K ﹤0.01%
1,740
-8,271
IVDA icon
7164
Iveda Solutions
IVDA
$2.85M
$1.01K ﹤0.01%
+1,200
KEMX icon
7165
KraneShares MSCI Emerging Markets Ex China Index ETF
KEMX
$114M
$996 ﹤0.01%
26
+25
BYAH
7166
Park Ha Biological Technology Co
BYAH
$3.35M
$996 ﹤0.01%
6,263
+138
ZJK
7167
ZJK Industrial Co., Ltd. Class A Ordinary Shares
ZJK
$125M
$992 ﹤0.01%
496
-10,839
POLE
7168
Andretti Acquisition Corp II
POLE
$315M
$988 ﹤0.01%
94
+15
FERA
7169
Fifth Era Acquisition Corp I
FERA
$323M
$988 ﹤0.01%
96
+16
ELBM
7170
Electra Battery Materials
ELBM
$61.3M
$978 ﹤0.01%
1,222
-71,485
MLAC
7171
Mountain Lake Acquisition Corp
MLAC
$327M
$978 ﹤0.01%
94
+15
CANE icon
7172
Teucrium Sugar Fund
CANE
$78.8M
$976 ﹤0.01%
100
-2,144
AIM
7173
AIM ImmunoTech
AIM
$4.27M
$976 ﹤0.01%
865
+1
CUB
7174
Lionheart Holdings
CUB
$330M
$967 ﹤0.01%
91
+15
MRLN
7175
Merlin, Inc. Common Stock
MRLN
$915M
$965 ﹤0.01%
90
+17
285 286
287
288 289