Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.4B
2
+$2.37B
3
+$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1
+$2.63B
2
+$2.46B
3
+$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.14%
2 Financials 11.07%
3 Consumer Discretionary 8.39%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DRDB
7201
Roman DBDR Acquisition Corp II
DRDB
$320M
$867 ﹤0.01%
84
+15
LOKV
7202
Live Oak Acquisition Corp V
LOKV
$297M
$857 ﹤0.01%
84
+15
FLAU icon
7203
Franklin FTSE Australia ETF
FLAU
$77.5M
$855 ﹤0.01%
26
MNTS icon
7204
Momentus
MNTS
$8.05M
$848 ﹤0.01%
36
+13
FIGB icon
7205
Fidelity Investment Grade Bond ETF
FIGB
$426M
$835 ﹤0.01%
19
-7
TPET icon
7206
Trio Petroleum
TPET
$4.95M
$835 ﹤0.01%
+795
NVNI icon
7207
Nvni Group
NVNI
$12.1M
$830 ﹤0.01%
100
POLE
7208
Andretti Acquisition Corp II
POLE
$313M
$826 ﹤0.01%
79
+15
STCE icon
7209
Schwab Crypto Thematic ETF
STCE
$236M
$823 ﹤0.01%
10
-501
OTLK icon
7210
Outlook Therapeutics
OTLK
$30.2M
$821 ﹤0.01%
775
-424,824
MLAC
7211
Mountain Lake Acquisition Corp
MLAC
$325M
$814 ﹤0.01%
79
+15
FERA
7212
Fifth Era Acquisition Corp I
FERA
$321M
$813 ﹤0.01%
80
+14
RIV.RT
7213
DELISTED
RiverNorth Opportunities Fund Rights
RIV.RT
$811 ﹤0.01%
+100,101
MOTG icon
7214
VanEck Morningstar Global Wide Moat ETF
MOTG
$18.3M
$810 ﹤0.01%
18
SBLX
7215
StableX Technologies
SBLX
$3.45M
$807 ﹤0.01%
161
ALDF
7216
Aldel Financial II Inc
ALDF
$315M
$805 ﹤0.01%
77
+15
CUB
7217
Lionheart Holdings
CUB
$328M
$799 ﹤0.01%
76
+15
ITOC
7218
iTonic Holdings
ITOC
$6.14M
$798 ﹤0.01%
1,026
-100
IBD icon
7219
Inspire Corporate Bond ETF
IBD
$479M
$794 ﹤0.01%
32
AACB
7220
Artius II Acquisition Inc
AACB
$286M
$790 ﹤0.01%
78
+15
SCKT icon
7221
Socket Mobile
SCKT
$7.86M
$786 ﹤0.01%
763
SMCO icon
7222
Hilton Small-MidCap Opportunity ETF
SMCO
$155M
$781 ﹤0.01%
29
ZSL icon
7223
ProShares UltraShort Silver
ZSL
$1.9M
$769 ﹤0.01%
50
-1,666
PSNYW icon
7224
Polestar Automotive Holding ADS Class C-1
PSNYW
$254M
$767 ﹤0.01%
97
VACH
7225
Voyager Acquisition Corp
VACH
$338M
$766 ﹤0.01%
73
-47
287 288
289
290 291