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
GAUZ
7251
Gauzy
GAUZ
$13.7M
$660 ﹤0.01%
512
-2,305
RVSN icon
7252
Rail Vision
RVSN
$18.3M
$653 ﹤0.01%
67
-176
IBAC
7253
IB Acquisition Corp
IBAC
$61.7M
$651 ﹤0.01%
62
+42
MACI
7254
Melar Acquisition Corp I
MACI
$233M
$648 ﹤0.01%
61
+42
SVCC
7255
Stellar V Capital Corp
SVCC
$226M
$643 ﹤0.01%
62
+41
RANG
7256
Range Capital Acquisition Corp
RANG
$169M
$636 ﹤0.01%
61
+43
EVOX
7257
Evolution Global Acquisition Corp
EVOX
$320M
$632 ﹤0.01%
+64
HVMC
7258
Highview Merger Corp
HVMC
$296M
$630 ﹤0.01%
+63
OTGA
7259
OTG Acquisition Corp I
OTGA
$298M
$630 ﹤0.01%
+63
GSRF
7260
GSR IV Acquisition Corp
GSRF
$295M
$629 ﹤0.01%
+63
KOYN
7261
CSLM Digital Asset Acquisition Corp III
KOYN
$318M
$627 ﹤0.01%
+63
RNGT
7262
Range Capital Acquisition Corp II
RNGT
$313M
$627 ﹤0.01%
+63
USBC
7263
USBC Inc
USBC
$119M
$626 ﹤0.01%
986
-961
DSX.WS icon
7264
Diana Shipping Inc Warrants exp 2026
DSX.WS
$4.25M
$619 ﹤0.01%
7,534
-22
SVAC
7265
Spring Valley Acquisition Corp III
SVAC
$312M
$619 ﹤0.01%
+61
STCE icon
7266
Schwab Crypto Thematic ETF
STCE
$227M
$616 ﹤0.01%
10
PSNYW icon
7267
Polestar Automotive Holding ADS Class C-1
PSNYW
$352M
$612 ﹤0.01%
96
-1
KVAC icon
7268
Keen Vision Acquisition Corp
KVAC
$111M
$611 ﹤0.01%
52
+6
TDWD
7269
Tailwind 2.0 Acquisition Corp
TDWD
$234M
$611 ﹤0.01%
+62
TDAC
7270
Translational Development Acquisition Corp
TDAC
$232M
$607 ﹤0.01%
58
+46
INTJ
7271
Intelligent Group
INTJ
$13.9M
$600 ﹤0.01%
50
BKUI icon
7272
BNY Mellon Ultra Short Income ETF
BKUI
$549M
$595 ﹤0.01%
+11
SPKL
7273
Spark I Acquisition Corp
SPKL
$98.4M
$594 ﹤0.01%
52
+4
MAMO
7274
Massimo Group
MAMO
$40.9M
$593 ﹤0.01%
+149
RAAQ
7275
Real Asset Acquisition Corp
RAAQ
$239M
$593 ﹤0.01%
58
+46
289 290
291
292 293