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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.57%
 

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
+25.57%
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
+$1.09B
3
+$907M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M
5
ABT icon
Abbott
ABT
+$748M

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
DAAQ
7301
Digital Asset Acquisition Corp
DAAQ
$240M
$799 ﹤0.01%
78
+20
NOEM
7302
CO2 Energy Transition Corp
NOEM
$100M
$798 ﹤0.01%
77
+28
OACC
7303
Oaktree Acquisition Corp III Life Sciences
OACC
$263M
$794 ﹤0.01%
75
+21
SPKL
7304
Spark I Acquisition Corp
SPKL
$105M
$792 ﹤0.01%
70
+18
LKSP
7305
Lake Superior Acquisition Corp
LKSP
$159M
$792 ﹤0.01%
79
+37
ONCH
7306
1RT Acquisition Corp
ONCH
$222M
$791 ﹤0.01%
78
+32
SMCO icon
7307
Hilton Small-MidCap Opportunity ETF
SMCO
$140M
$788 ﹤0.01%
29
LAFA
7308
LaFayette Acquisition Corp
LAFA
$159M
$788 ﹤0.01%
79
+37
OTLK icon
7309
Outlook Therapeutics
OTLK
$233M
$783 ﹤0.01%
3,806
-2,218
SOCA
7310
Solarius Capital Acquisition Corp
SOCA
$241M
$783 ﹤0.01%
77
+30
CHAR
7311
Charlton Aria Acquisition Corp
CHAR
$115M
$782 ﹤0.01%
74
+25
FLUX icon
7312
Flux Power
FLUX
$16.6M
$781 ﹤0.01%
730
VCIC
7313
DELISTED
Vine Hill Capital Investment Corp
VCIC
$781 ﹤0.01%
71
-9
LATA
7314
Galata Acquisition Corp II
LATA
$232M
$779 ﹤0.01%
78
+32
MCGA
7315
Yorkville Acquisition Corp
MCGA
$241M
$778 ﹤0.01%
77
+30
HVII
7316
Hennessy Capital Investment Corp VII
HVII
$272M
$776 ﹤0.01%
75
+22
DYOR
7317
Insight Digital Partners II
DYOR
$231M
$776 ﹤0.01%
78
+32
GTERA
7318
Globa Terra Acquisition Corp
GTERA
$245M
$774 ﹤0.01%
76
+28
MKLY
7319
McKinley Acquisition Corp
MKLY
$247M
$772 ﹤0.01%
77
+30
IGAC
7320
Invest Green Acquisition Corp
IGAC
$240M
$772 ﹤0.01%
78
+32
AMZY icon
7321
YieldMax AMZN Option Income Strategy ETF
AMZY
$229M
$771 ﹤0.01%
+70
NVNO
7322
enVVeno Medical
NVNO
$7.58M
$770 ﹤0.01%
76
-6
NHIC
7323
NewHold Investment Corp III
NHIC
$299M
$767 ﹤0.01%
74
-8
DJAN icon
7324
FT Vest US Equity Deep Buffer ETF January
DJAN
$475M
$766 ﹤0.01%
18
CUB
7325
Lionheart Holdings
CUB
$282M
$764 ﹤0.01%
71
-20
291 292
293
294 295