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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66T
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,649
New
Increased
Reduced
Closed

Top Buys

1
+$7.6B
2
+$3.64B
3
+$3.53B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.26B

Top Sells

1
+$1.34B
2
+$1.12B
3
+$1.09B
4
ADP icon
Automatic Data Processing
ADP
+$907M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M

Sector Composition

1 Technology 21.11%
2 Financials 10.06%
3 Healthcare 7.56%
4 Consumer Discretionary 7.49%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSYD icon
7276
Fidelity Sustainable High Yield ETF
FSYD
$136M
$871 ﹤0.01%
18
-16
MACI
7277
Melar Acquisition Corp I
MACI
$235M
$862 ﹤0.01%
80
+19
OCTW icon
7278
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$323M
$846 ﹤0.01%
+22
YCBD icon
7279
cbdMD
YCBD
$8.27M
$845 ﹤0.01%
1,139
TAVI
7280
Tavia Acquisition Corp
TAVI
$170M
$845 ﹤0.01%
80
-631
RANG
7281
Range Capital Acquisition Corp
RANG
$23.1M
$841 ﹤0.01%
80
+19
RFAI
7282
RF Acquisition Corp II
RFAI
$92.1M
$839 ﹤0.01%
77
-487
GSHR
7283
Gesher Acquisition Corp II
GSHR
$214M
$839 ﹤0.01%
81
+16
CCAQ
7284
Collective Acquisition Corp
CCAQ
$212M
$837 ﹤0.01%
81
+42
SVCC
7285
Stellar V Capital Corp
SVCC
$228M
$836 ﹤0.01%
80
+18
TDAC
7286
Translational Development Acquisition Corp
TDAC
$207M
$824 ﹤0.01%
78
+20
LTRN icon
7287
Lantern Pharma
LTRN
$45.9M
$823 ﹤0.01%
601
INAC
7288
Indigo Acquisition Corp
INAC
$151M
$821 ﹤0.01%
81
+42
RAAQ
7289
DELISTED
Real Asset Acquisition Corp
RAAQ
$819 ﹤0.01%
78
+20
VACH
7290
DELISTED
Voyager Acquisition Corp
VACH
$817 ﹤0.01%
68
-21
EGHA
7291
EGH Acquisition Corp
EGHA
$212M
$817 ﹤0.01%
80
+29
WDCX
7292
Tradr 2X Long WDC Daily ETF
WDCX
$216M
$816 ﹤0.01%
+90
PLMK
7293
Plum Acquisition Corp IV
PLMK
$258M
$813 ﹤0.01%
77
+21
PFSA
7294
Profusa Inc
PFSA
$1.12M
$811 ﹤0.01%
+64
HAVA
7295
Harvard Ave Acquisition Corp
HAVA
$209M
$810 ﹤0.01%
81
+42
FACT
7296
FACT II Acquisition Corp
FACT
$259M
$809 ﹤0.01%
77
+21
NTWO
7297
Newbury Street II Acquisition Corp
NTWO
$259M
$809 ﹤0.01%
77
-481
FIGX
7298
FIGX Capital Acquisition Corp
FIGX
$198M
$809 ﹤0.01%
80
+39
PGAC
7299
Pantages Capital Acquisition Corp
PGAC
$118M
$807 ﹤0.01%
77
+26
CSAI
7300
Cloudastructure
CSAI
$10.4M
$799 ﹤0.01%
1,313
290 291
292
293 294