Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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 Quarter Est. Return
1 Year Est. Return
+24.8%
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
+$2.52B
2
+$2.47B
3
+$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1
+$3.15B
2
+$3.05B
3
+$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DTSQ
7301
DT Cloud Star Acquisition Corp
DTSQ
$39.5M
$471 ﹤0.01%
45
+5
FSHP
7302
Flag Ship Acquisition Corp
FSHP
$53.8M
$465 ﹤0.01%
44
+5
TELO icon
7303
Telomir Pharmaceuticals
TELO
$48.8M
$464 ﹤0.01%
334
-25,073
MBIO icon
7304
Mustang Bio
MBIO
$8.25M
$461 ﹤0.01%
303
+66
BGIG icon
7305
Bahl & Gaynor Income Growth ETF
BGIG
$372M
$460 ﹤0.01%
14
-3
FGMC
7306
FG Merger II Corp
FGMC
$103M
$460 ﹤0.01%
46
+5
NPAC
7307
New Providence Acquisition Corp III
NPAC
$395M
$458 ﹤0.01%
45
-24
ICU icon
7308
SeaStar Medical
ICU
$11.2M
$456 ﹤0.01%
800
-42
CHAR
7309
Charlton Aria Acquisition Corp
CHAR
$114M
$456 ﹤0.01%
44
+5
KFII
7310
K&F Growth Acquisition Corp II
KFII
$405M
$449 ﹤0.01%
44
+20
IQSM icon
7311
IQ Candriam US Mid Cap Equity ETF
IQSM
$210M
$441 ﹤0.01%
+13
NOEM
7312
CO2 Energy Transition Corp
NOEM
$99.3M
$437 ﹤0.01%
43
+5
HSPT
7313
Horizon Space Acquisition II Corp
HSPT
$95.9M
$434 ﹤0.01%
42
+5
EURK
7314
Eureka Acquisition Corp
EURK
$52.8M
$428 ﹤0.01%
40
+5
CAPN
7315
Cayson Acquisition Corp
CAPN
$83.2M
$418 ﹤0.01%
40
+5
YHNA
7316
YHN Acquisition I Ltd
YHNA
$82.7M
$418 ﹤0.01%
40
+5
SOS
7317
SOS Limited
SOS
$12.9M
$416 ﹤0.01%
212
-25
MRKR icon
7318
Marker Therapeutics
MRKR
$23.2M
$412 ﹤0.01%
461
+60
UGRO icon
7319
urban-gro
UGRO
$3.93M
$412 ﹤0.01%
1,000
-1,237
IDUB icon
7320
Aptus International Enhanced Yield ETF
IDUB
$392M
$411 ﹤0.01%
17
+16
IPEX
7321
Inflection Point Acquisition Corp. V Class A Ordinary Shares
IPEX
$122M
$410 ﹤0.01%
40
+8
AQB icon
7322
AquaBounty Technologies
AQB
$3.49M
$405 ﹤0.01%
181
+166
OPXS icon
7323
Optex Systems
OPXS
$98.2M
$400 ﹤0.01%
31
-38
RDAC
7324
Rising Dragon Acquisition Corp
RDAC
$70.7M
$396 ﹤0.01%
38
+5
PELI
7325
Pelican Acquisition Corp
PELI
$122M
$382 ﹤0.01%
38
+10
291 292
293
294 295