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
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.63%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IPOD
7301
Dune Acquisition Corp II
IPOD
$332 ﹤0.01%
+33
HFSI
7302
Hartford Strategic Income ETF
HFSI
$274M
$328 ﹤0.01%
9
+6
MAYA
7303
Maywood Acquisition Corp
MAYA
$123M
$324 ﹤0.01%
32
+15
AIRE icon
7304
reAlpha
AIRE
$67.7M
$322 ﹤0.01%
+1,053
EVAV
7305
DELISTED
Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares
EVAV
$320 ﹤0.01%
15
+8
DRRX
7306
DELISTED
DURECT Corp
DRRX
$318 ﹤0.01%
500
-3,623
GIPR icon
7307
Generation Income Properties
GIPR
$5.09M
$314 ﹤0.01%
215
MTR
7308
Mesa Royalty Trust
MTR
$8.87M
$312 ﹤0.01%
56
-145
PLTU
7309
Direxion Daily PLTR Bull 2X Shares
PLTU
$465M
$307 ﹤0.01%
+5
COLA
7310
Columbus Acquisition Corp
COLA
$81.8M
$304 ﹤0.01%
30
+24
XBP icon
7311
XBP Global Holdings
XBP
$78.5M
$302 ﹤0.01%
325
LMND.WS icon
7312
Lemonade Inc Warrants
LMND.WS
$3.29M
$300 ﹤0.01%
3,582
NVNI icon
7313
Nvni Group
NVNI
$29.2M
$296 ﹤0.01%
100
ASPC
7314
A SPAC III Acquisition Corp
ASPC
$24.9M
$296 ﹤0.01%
29
+20
SABS icon
7315
SAB Biotherapeutics
SABS
$187M
$295 ﹤0.01%
168
-281
DAPP icon
7316
VanEck Digital Transformation ETF
DAPP
$289M
$294 ﹤0.01%
+17
ALCY icon
7317
Alchemy Investments Acquisition Corp 1
ALCY
$285 ﹤0.01%
25
+19
EFO icon
7318
ProShares Ultra MSCI EAFE
EFO
$21.7M
$283 ﹤0.01%
5
+3
PELI
7319
Pelican Acquisition Corp
PELI
$122M
$281 ﹤0.01%
+28
MBRX icon
7320
Moleculin Biotech
MBRX
$18.3M
$280 ﹤0.01%
926
FVN
7321
Future Vision II Acquisition Corp
FVN
$79.4M
$280 ﹤0.01%
27
+23
BAYA
7322
Bayview Acquisition Corp
BAYA
$279 ﹤0.01%
25
+17
HCTI icon
7323
Healthcare Triangle
HCTI
$14.8M
$278 ﹤0.01%
40
FSLD
7324
DELISTED
Fidelity Sustainable Low Duration Bond ETF
FSLD
$274 ﹤0.01%
5
APWC icon
7325
Asia Pacific Wire & Cable
APWC
$34M
$270 ﹤0.01%
159
291 292
293
294 295