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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
+$1.12B
3
+$1.09B
4
ADP icon
Automatic Data Processing
ADP
+$907M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M

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
SIMA
7326
SIM Acquisition Corp I
SIMA
$89.9M
$761 ﹤0.01%
71
-28
LPAA
7327
Launch One Acquisition Corp
LPAA
$312M
$758 ﹤0.01%
71
-28
BACC
7328
Blue Acquisition Corp
BACC
$308M
$756 ﹤0.01%
74
+19
LPBB
7329
Launch Two Acquisition Corp
LPBB
$309M
$754 ﹤0.01%
71
-28
TVAI
7330
Thayer Ventures Acquisition Corporation II
TVAI
$281M
$754 ﹤0.01%
74
+5
ENHA
7331
Enhanced Group Inc
ENHA
$373M
$753 ﹤0.01%
74
+19
SURG icon
7332
SurgePays
SURG
$8.41M
$751 ﹤0.01%
1,000
AXIN
7333
Axiom Intelligence Acquisition Corp 1
AXIN
$281M
$750 ﹤0.01%
74
+19
CAPN
7334
Cayson Acquisition Corp
CAPN
$58.5M
$748 ﹤0.01%
68
+23
TVA
7335
Texas Ventures Acquisition III Corp
TVA
$317M
$748 ﹤0.01%
72
-10
VNME
7336
Vendome Acquisition Corp I
VNME
$254M
$746 ﹤0.01%
74
+21
POLE
7337
Andretti Acquisition Corp II
POLE
$318M
$745 ﹤0.01%
70
-24
DRDB
7338
Roman DBDR Acquisition Corp II
DRDB
$324M
$743 ﹤0.01%
71
-28
ALDF
7339
Aldel Financial II Inc
ALDF
$320M
$739 ﹤0.01%
70
-22
LOKV
7340
DELISTED
Live Oak Acquisition Corp V
LOKV
$738 ﹤0.01%
71
-28
YI
7341
111 Inc
YI
$36.9M
$737 ﹤0.01%
113
-27
MLAC
7342
DELISTED
Mountain Lake Acquisition Corp
MLAC
$737 ﹤0.01%
70
-24
SCOR icon
7343
Comscore
SCOR
$112M
$736 ﹤0.01%
106
QSEA
7344
Quartzsea Acquisition Corp
QSEA
$120M
$736 ﹤0.01%
71
+33
CHEC
7345
Chenghe Acquisition III Co
CHEC
$176M
$736 ﹤0.01%
73
+38
AACB
7346
Artius II Acquisition Inc
AACB
$291M
$734 ﹤0.01%
71
-22
DNMX
7347
Dynamix Corp III
DNMX
$269M
$734 ﹤0.01%
74
+21
YHNA
7348
YHN Acquisition I Ltd
YHNA
$46.5M
$730 ﹤0.01%
68
+23
FERA
7349
Fifth Era Acquisition Corp I
FERA
$326M
$720 ﹤0.01%
70
-26
SZZL
7350
Sizzle Acquisition Corp II
SZZL
$324M
$720 ﹤0.01%
70
-14
292 293
294
295 296