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
RDAC
7326
Rising Dragon Acquisition Corp
RDAC
$38.6M
$422 ﹤0.01%
43
+5
VANI icon
7327
Vivani Medical
VANI
$88M
$419 ﹤0.01%
341
-98
MIMI
7328
Mint Inc
MIMI
$6.53M
$418 ﹤0.01%
1,394
-10,737
LKSP
7329
Lake Superior Acquisition Corp
LKSP
$158M
$417 ﹤0.01%
+42
COLA
7330
Columbus Acquisition Corp
COLA
$47.3M
$416 ﹤0.01%
40
+5
LAFA
7331
LaFayette Acquisition Corp
LAFA
$157M
$416 ﹤0.01%
+42
BDSX icon
7332
Biodesix
BDSX
$129M
$415 ﹤0.01%
61
-15
FIGX
7333
FIGX Capital Acquisition Corp
FIGX
$197M
$412 ﹤0.01%
+41
PRPH
7334
DELISTED
ProPhase Labs
PRPH
$411 ﹤0.01%
919
+2
SIDU icon
7335
Sidus Space
SIDU
$283M
$411 ﹤0.01%
131
ASTX
7336
Tradr 2X Long ASTS Daily ETF
ASTX
$221M
$409 ﹤0.01%
+10
SPUU icon
7337
Direxion Daily S&P 500 Bull 2X ETF
SPUU
$204M
$407 ﹤0.01%
2
+1
YQ
7338
17 Education & Technology Group
YQ
$15.8M
$401 ﹤0.01%
112
+100
SPXU icon
7339
ProShares UltraPro Short S&P 500
SPXU
$464M
$398 ﹤0.01%
8
-15
DTSQ
7340
DT Cloud Star Acquisition Corp
DTSQ
$41M
$398 ﹤0.01%
37
-8
IPOD
7341
Dune Acquisition Corp II
IPOD
$209M
$397 ﹤0.01%
39
+12
HYFM icon
7342
Hydrofarm Holdings
HYFM
$3.76M
$394 ﹤0.01%
261
-1,786
INAC
7343
Indigo Acquisition Corp
INAC
$150M
$391 ﹤0.01%
+39
TPLC icon
7344
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$343M
$390 ﹤0.01%
8
+7
FVN
7345
Future Vision II Acquisition Corp
FVN
$81.1M
$390 ﹤0.01%
37
+5
QSEA
7346
Quartzsea Acquisition Corp
QSEA
$118M
$389 ﹤0.01%
38
+7
EMTY icon
7347
ProShares Decline of the Retail Store ETF
EMTY
$2.71M
$388 ﹤0.01%
31
-645
HAVA
7348
Harvard Ave Acquisition Corp
HAVA
$207M
$387 ﹤0.01%
+39
CCM
7349
Concord Medical Services
CCM
$17.1M
$386 ﹤0.01%
100
MYSZ icon
7350
My Size
MYSZ
$2.51M
$386 ﹤0.01%
509
-6,948
292 293
294
295 296