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
ALDF
7176
Aldel Financial II Inc
ALDF
$316M
$965 ﹤0.01%
92
+15
ZENV
7177
DELISTED
Zenvia
ZENV
$963 ﹤0.01%
1,000
DECU
7178
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$295M
$959 ﹤0.01%
35
AACB
7179
Artius II Acquisition Inc
AACB
$287M
$958 ﹤0.01%
93
+15
VACH
7180
Voyager Acquisition Corp
VACH
$383M
$950 ﹤0.01%
89
+16
RNXT icon
7181
RenovoRx
RNXT
$44.4M
$942 ﹤0.01%
+1,121
NXTC icon
7182
NextCure
NXTC
$41.4M
$937 ﹤0.01%
+66
COCP icon
7183
Cocrystal Pharma
COCP
$17.2M
$928 ﹤0.01%
948
-4,915
FLUX icon
7184
Flux Power
FLUX
$23.3M
$927 ﹤0.01%
730
NVNO icon
7185
enVVeno Medical
NVNO
$7.24M
$922 ﹤0.01%
82
-24
MBVI
7186
M3-Brigade Acquisition VI Corp
MBVI
$434M
$920 ﹤0.01%
+92
BGL
7187
Blue Gold Ltd
BGL
$35M
$918 ﹤0.01%
478
-11,900
BEAG
7188
Bold Eagle Acquisition Corp
BEAG
$331M
$910 ﹤0.01%
86
+17
APXT
7189
Apex Treasury Corp
APXT
$458M
$910 ﹤0.01%
+92
PMTR
7190
Perimeter Acquisition Corp I
PMTR
$317M
$894 ﹤0.01%
87
+16
ZOOZW
7191
ZOOZ Strategy Ltd Warrant
ZOOZW
$271K
$888 ﹤0.01%
+22,246
CHAC
7192
DELISTED
Crane Harbor Acquisition Corp
CHAC
$883 ﹤0.01%
82
+15
XTNT icon
7193
Xtant Medical Holdings
XTNT
$67.2M
$882 ﹤0.01%
+1,125
IPCX
7194
Inflection Point Acquisition Corp III
IPCX
$353M
$882 ﹤0.01%
87
+17
OYSE
7195
Oyster Enterprises II Acquisition Corp
OYSE
$345M
$877 ﹤0.01%
87
+67
TVA
7196
Texas Ventures Acquisition III Corp
TVA
$313M
$873 ﹤0.01%
82
+15
CRAQ
7197
Cal Redwood Acquisition Corp
CRAQ
$319M
$869 ﹤0.01%
86
+16
CSNR
7198
Cohen & Steers Natural Resources Active ETF
CSNR
$90M
$864 ﹤0.01%
+28
GNS icon
7199
Genius Group
GNS
$63.1M
$862 ﹤0.01%
1,500
+1,460
VCIC
7200
DELISTED
Vine Hill Capital Investment Corp
VCIC
$862 ﹤0.01%
80
+14
286 287
288
289 290