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
SZZL
7201
Sizzle Acquisition Corp II
SZZL
$321M
$853 ﹤0.01%
84
-4,984
JTAI icon
7202
Jet.AI
JTAI
$3.61M
$850 ﹤0.01%
1,451
+451
NHIC
7203
NewHold Investment Corp III
NHIC
$287M
$850 ﹤0.01%
82
+14
GPAT
7204
GP-Act III Acquisition Corp
GPAT
$391M
$845 ﹤0.01%
79
+23
NNNN
7205
Anbio Biotechnology
NNNN
$1.19B
$842 ﹤0.01%
28
-8,582
UPLD icon
7206
Upland Software
UPLD
$18.8M
$841 ﹤0.01%
588
-6,656
ALF
7207
Centurion Acquisition Corp
ALF
$388M
$841 ﹤0.01%
79
+23
PCAP
7208
ProCap Acquisition Corp
PCAP
$323M
$841 ﹤0.01%
83
+68
MBAV
7209
M3-Brigade Acquisition V Corp
MBAV
$391M
$840 ﹤0.01%
79
+23
FLAU icon
7210
Franklin FTSE Australia ETF
FLAU
$95.3M
$839 ﹤0.01%
26
AIRE icon
7211
reAlpha
AIRE
$32.2M
$834 ﹤0.01%
2,000
COE
7212
51Talk Online Education Group
COE
$125M
$830 ﹤0.01%
26
-1,915
LOCL icon
7213
Local Bounti
LOCL
$32.9M
$824 ﹤0.01%
385
CGCT
7214
Cartesian Growth Corp III
CGCT
$354M
$824 ﹤0.01%
80
+18
TACH
7215
Titan Acquisition Corp
TACH
$356M
$820 ﹤0.01%
80
+18
ASPC
7216
A SPAC III Acquisition Corp
ASPC
$27.4M
$796 ﹤0.01%
34
AWRE icon
7217
Aware
AWRE
$25.7M
$784 ﹤0.01%
423
MMA
7218
Alta Global Group
MMA
$11.8M
$784 ﹤0.01%
+700
BCAR
7219
D. Boral ARC Acquisition I Corp
BCAR
$417M
$782 ﹤0.01%
+78
DJAN icon
7220
FT Vest US Equity Deep Buffer ETF January
DJAN
$454M
$781 ﹤0.01%
+18
PY icon
7221
Principal Exchange-Traded Funds Principal Value ETF
PY
$200M
$779 ﹤0.01%
14
+13
SMCO icon
7222
Hilton Small-MidCap Opportunity ETF
SMCO
$125M
$777 ﹤0.01%
29
SNAV icon
7223
Mohr Sector Nav ETF
SNAV
$25.7M
$769 ﹤0.01%
22
-1,188
PAPL
7224
Pineapple Financial
PAPL
$15.9M
$760 ﹤0.01%
539
RKLX
7225
Defiance Daily Target 2X Long RKLB ETF
RKLX
$177M
$756 ﹤0.01%
+19
287 288
289
290 291