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
PRHI
7251
Presurance Holdings
PRHI
$8.76M
$645 ﹤0.01%
529
GGLL icon
7252
Direxion Daily GOOGL Bull 2X Shares
GGLL
$1.13B
$631 ﹤0.01%
+10
UG icon
7253
United-Guardian
UG
$30M
$629 ﹤0.01%
80
TACH
7254
Titan Acquisition Corp
TACH
$355M
$627 ﹤0.01%
62
-2
CGCT
7255
Cartesian Growth Corp III
CGCT
$355M
$623 ﹤0.01%
62
-2
VANI icon
7256
Vivani Medical
VANI
$103M
$619 ﹤0.01%
439
+13
CCM
7257
Concord Medical Services
CCM
$15.4M
$614 ﹤0.01%
100
SVII
7258
DELISTED
Spring Valley Acquisition Corp II
SVII
$613 ﹤0.01%
49
+5
HIND
7259
Vyome Holdings
HIND
$17.7M
$611 ﹤0.01%
+118
RISN icon
7260
Inspire Capital Appreciation ETF
RISN
$87M
$608 ﹤0.01%
20
+15
LABD icon
7261
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$61.2M
$607 ﹤0.01%
15
-404
CASI icon
7262
CASI Pharmaceuticals
CASI
$16.4M
$606 ﹤0.01%
365
TOK icon
7263
iShares MSCI Kokusai Fund
TOK
$233M
$601 ﹤0.01%
4
RBNE
7264
Robin Energy Ltd
RBNE
$11.2M
$599 ﹤0.01%
92
-434
GPAT
7265
GP-Act III Acquisition Corp
GPAT
$387M
$594 ﹤0.01%
56
-79
ALF
7266
Centurion Acquisition Corp
ALF
$387M
$591 ﹤0.01%
56
-79
MBAV
7267
M3-Brigade Acquisition V Corp
MBAV
$384M
$591 ﹤0.01%
56
-65
CLDI icon
7268
Calidi Biotherapeutics
CLDI
$5.45M
$588 ﹤0.01%
387
+227
ARTW icon
7269
Arts-Way Manufacturing Co
ARTW
$12.4M
$587 ﹤0.01%
236
DEHP icon
7270
Dimensional Emerging Markets High Profitability ETF
DEHP
$373M
$587 ﹤0.01%
+19
STKE
7271
Sol Strategies Inc
STKE
$35.6M
$586 ﹤0.01%
+135
IONX
7272
Defiance Daily Target 2X Long IONQ ETF
IONX
$145M
$585 ﹤0.01%
+10
FEGE
7273
First Eagle Global Equity ETF
FEGE
$1.39B
$575 ﹤0.01%
+13
BDSX icon
7274
Biodesix
BDSX
$104M
$574 ﹤0.01%
76
+12
AFBI icon
7275
Affinity Bancshares
AFBI
$120M
$572 ﹤0.01%
29
-228
289 290
291
292 293