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
FSHP
7301
Flag Ship Acquisition Corp
FSHP
$55M
$505 ﹤0.01%
47
+3
NOEM
7302
CO2 Energy Transition Corp
NOEM
$99.7M
$504 ﹤0.01%
49
+6
EPSM
7303
Epsium Enterprise
EPSM
$17.9M
$502 ﹤0.01%
251
+151
RDI icon
7304
Reading International Class A
RDI
$24.5M
$495 ﹤0.01%
471
UG icon
7305
United-Guardian
UG
$30.1M
$487 ﹤0.01%
79
-1
GTERA
7306
Globa Terra Acquisition Corp
GTERA
$242M
$485 ﹤0.01%
+48
CAPN
7307
Cayson Acquisition Corp
CAPN
$58M
$479 ﹤0.01%
45
+5
YHNA
7308
YHN Acquisition I Ltd
YHNA
$83.6M
$477 ﹤0.01%
45
+5
MCGA
7309
Yorkville Acquisition Corp
MCGA
$239M
$476 ﹤0.01%
+47
SOCA
7310
Solarius Capital Acquisition Corp
SOCA
$238M
$472 ﹤0.01%
+47
QH
7311
DELISTED
Quhuo
QH
$469 ﹤0.01%
+434
ONCH
7312
1RT Acquisition Corp
ONCH
$219M
$469 ﹤0.01%
+46
MKLY
7313
McKinley Acquisition Corp
MKLY
$245M
$469 ﹤0.01%
+47
PELI
7314
DELISTED
Pelican Acquisition Corp
PELI
$467 ﹤0.01%
46
+8
TRIB
7315
Trinity Biotech
TRIB
$13.5M
$459 ﹤0.01%
580
+100
EURK
7316
Eureka Acquisition Corp
EURK
$54.5M
$459 ﹤0.01%
42
+2
CGIB
7317
Capital Group International Bond ETF USD-Hedged
CGIB
$217M
$456 ﹤0.01%
+18
LATA
7318
Galata Acquisition Corp II
LATA
$230M
$456 ﹤0.01%
+46
DYOR
7319
Insight Digital Partners II
DYOR
$229M
$456 ﹤0.01%
+46
ALCY icon
7320
Alchemy Investments Acquisition Corp 1
ALCY
$50.5M
$455 ﹤0.01%
32
+2
GP
7321
GreenPower Motor Co
GP
$4.88M
$454 ﹤0.01%
582
-23
IGAC
7322
Invest Green Acquisition Corp
IGAC
$237M
$453 ﹤0.01%
+46
MULL
7323
GraniteShares 2x Long MU Daily ETF
MULL
$307M
$448 ﹤0.01%
+5
DXLG icon
7324
Destination XL Group
DXLG
$27.4M
$443 ﹤0.01%
482
-4,036
ESHA icon
7325
ESH Acquisition Corp
ESHA
$47.8M
$441 ﹤0.01%
23
+2
291 292
293
294 295