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
PCSC
7276
Perceptive Capital Solutions
PCSC
$143M
$570 ﹤0.01%
54
+4
SPKL
7277
Spark I Acquisition Corp
SPKL
$98.5M
$558 ﹤0.01%
48
+5
LSTA icon
7278
Lisata Therapeutics
LSTA
$38.8M
$545 ﹤0.01%
208
-16
CCIX
7279
Churchill Capital Corp IX
CCIX
$389M
$545 ﹤0.01%
52
-79
VNRX icon
7280
VolitionRX
VNRX
$26.2M
$543 ﹤0.01%
800
ROBN
7281
T-Rex 2X Long HOOD Daily Target ETF
ROBN
$100M
$539 ﹤0.01%
5
-300
AYTU icon
7282
AYTU BioPharma
AYTU
$24.4M
$538 ﹤0.01%
286
AKA icon
7283
a.k.a. Brands
AKA
$115M
$531 ﹤0.01%
55
-138
SEIX icon
7284
Virtus SEIX Senior Loan ETF
SEIX
$250M
$531 ﹤0.01%
22
+1
KVAC icon
7285
Keen Vision Acquisition Corp
KVAC
$529 ﹤0.01%
46
+8
ATII
7286
Archimedes Tech SPAC Partners II Co
ATII
$312M
$521 ﹤0.01%
51
-70
LGVN
7287
Longeveron
LGVN
$12.4M
$516 ﹤0.01%
688
JRSH icon
7288
Jerash Holdings
JRSH
$41.7M
$507 ﹤0.01%
152
+151
CTXR icon
7289
Citius Pharmaceuticals
CTXR
$16.8M
$504 ﹤0.01%
407
+347
BKHA
7290
Black Hawk Acquisition Corp
BKHA
$500 ﹤0.01%
45
+5
RDAG
7291
Republic Digital Acquisition Co
RDAG
$383M
$500 ﹤0.01%
49
-20
TRIB
7292
Trinity Biotech
TRIB
$14M
$499 ﹤0.01%
+480
INTJ
7293
Intelligent Group
INTJ
$218M
$494 ﹤0.01%
+50
CDIO icon
7294
Cardio Diagnostics
CDIO
$6.04M
$493 ﹤0.01%
123
+23
MBRX icon
7295
Moleculin Biotech
MBRX
$7.54M
$491 ﹤0.01%
37
ATLX icon
7296
Atlas Lithium Corp
ATLX
$137M
$490 ﹤0.01%
103
IINN icon
7297
Inspira Technologies Oxy
IINN
$24.1M
$483 ﹤0.01%
+380
SLNH icon
7298
Soluna Holdings
SLNH
$90.2M
$479 ﹤0.01%
204
+3
BMRA icon
7299
Biomerica
BMRA
$6.34M
$478 ﹤0.01%
+169
DTSQ
7300
DT Cloud Star Acquisition Corp
DTSQ
$471 ﹤0.01%
45
+5