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
LWAC
7276
LightWave Acquisition Corp
LWAC
$307M
$592 ﹤0.01%
+59
DAAQ
7277
Digital Asset Acquisition Corp
DAAQ
$236M
$589 ﹤0.01%
58
+46
PLMK
7278
Plum Acquisition Corp IV
PLMK
$256M
$584 ﹤0.01%
56
+49
SMCY
7279
YieldMax SMCI Option Income Strategy ETF
SMCY
$113M
$583 ﹤0.01%
72
+71
FACT
7280
FACT II Acquisition Corp
FACT
$256M
$583 ﹤0.01%
56
+49
OACC
7281
Oaktree Acquisition Corp III Life Sciences
OACC
$262M
$571 ﹤0.01%
54
+53
BIXI
7282
Bitcoin Infrastructure Acquisition Corp
BIXI
$302M
$571 ﹤0.01%
+58
CYPH
7283
Cypherpunk Technologies Inc
CYPH
$95.4M
$563 ﹤0.01%
486
-8
KPLT icon
7284
Katapult Holdings
KPLT
$31.7M
$562 ﹤0.01%
+87
BACC
7285
Blue Acquisition Corp
BACC
$286M
$562 ﹤0.01%
+55
BRN icon
7286
Barnwell Industries
BRN
$12.4M
$559 ﹤0.01%
503
-1
AXIN
7287
Axiom Intelligence Acquisition Corp 1
AXIN
$277M
$553 ﹤0.01%
+55
APAD
7288
A Paradise Acquisition Corp
APAD
$280M
$553 ﹤0.01%
+55
FEGE
7289
First Eagle Global Equity ETF
FEGE
$1.61B
$552 ﹤0.01%
12
-1
HVII
7290
Hennessy Capital Investment Corp VII
HVII
$270M
$549 ﹤0.01%
53
+52
DRNZ
7291
REX Drone ETF
DRNZ
$78.7M
$544 ﹤0.01%
+25
BKHA
7292
Black Hawk Acquisition Corp
BKHA
$48.1M
$540 ﹤0.01%
48
+3
EDGI
7293
3EDGE Dynamic International Equity ETF
EDGI
$33.1M
$539 ﹤0.01%
19
-43
CTRM icon
7294
Castor Maritime
CTRM
$16.8M
$536 ﹤0.01%
259
-8,805
VNME
7295
Vendome Acquisition Corp I
VNME
$252M
$532 ﹤0.01%
+53
PGAC
7296
Pantages Capital Acquisition Corp
PGAC
$116M
$528 ﹤0.01%
51
-14,994
DNMX
7297
Dynamix Corp III
DNMX
$267M
$524 ﹤0.01%
+53
EGHA
7298
EGH Acquisition Corp
EGHA
$210M
$517 ﹤0.01%
51
+41
CHAR
7299
Charlton Aria Acquisition Corp
CHAR
$116M
$513 ﹤0.01%
49
+5
HSPT
7300
Horizon Space Acquisition II Corp
HSPT
$68.7M
$506 ﹤0.01%
48
+6
290 291
292
293 294