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
ULY icon
7326
Urgent.ly
ULY
$4.78M
$367 ﹤0.01%
113
-65
ODVWZ
7327
Osisko Development Corp Warrant
ODVWZ
$38.3M
$360 ﹤0.01%
+1,333
COLA
7328
Columbus Acquisition Corp
COLA
$82.1M
$358 ﹤0.01%
35
+5
ASPC
7329
A SPAC III Acquisition Corp
ASPC
$24.7M
$352 ﹤0.01%
34
+5
OLB icon
7330
OLB
OLB
$8.53M
$351 ﹤0.01%
300
NETD
7331
DELISTED
Nabors Energy Transition Corp II
NETD
$348 ﹤0.01%
31
-86
ALCY icon
7332
Alchemy Investments Acquisition Corp 1
ALCY
$49.4M
$344 ﹤0.01%
30
+5
BAYA
7333
Bayview Acquisition Corp
BAYA
$40.3M
$344 ﹤0.01%
30
+5
SABS icon
7334
SAB Biotherapeutics
SABS
$190M
$338 ﹤0.01%
168
SHFSW icon
7335
SHF Holdings Warrants
SHFSW
$374K
$338 ﹤0.01%
10,000
GURE
7336
DELISTED
Gulf Resources
GURE
$337 ﹤0.01%
60
FVN
7337
Future Vision II Acquisition Corp
FVN
$79.5M
$335 ﹤0.01%
32
+5
AVGE icon
7338
Avantis All Equity Markets ETF
AVGE
$666M
$334 ﹤0.01%
4
+2
DMAA
7339
Drugs Made In America Acquisition Corp
DMAA
$347M
$329 ﹤0.01%
32
-77
APWC icon
7340
Asia Pacific Wire & Cable
APWC
$39.4M
$328 ﹤0.01%
159
ASET
7341
DELISTED
FlexShares Real Assets Allocation Index Fund
ASET
$325 ﹤0.01%
9
+8
FSYD icon
7342
Fidelity Sustainable High Yield ETF
FSYD
$77.6M
$318 ﹤0.01%
6
+3
AFJK
7343
Aimei Health Technology Co
AFJK
$187M
$317 ﹤0.01%
28
+5
PZG icon
7344
Paramount Gold Nevada
PZG
$92.5M
$317 ﹤0.01%
257
SPUU icon
7345
Direxion Daily S&P 500 Bull 2X Shares
SPUU
$235M
$317 ﹤0.01%
1
-42
RIBB
7346
Ribbon Acquisition Corp
RIBB
$66.9M
$317 ﹤0.01%
31
+5
QSEA
7347
Quartzsea Acquisition Corp
QSEA
$117M
$314 ﹤0.01%
31
+5
QBTX
7348
Tradr 2X Long QBTS Daily ETF
QBTX
$69.6M
$313 ﹤0.01%
+6
FTFT icon
7349
Future FinTech Group
FTFT
$21M
$311 ﹤0.01%
144
+65
IPW icon
7350
iPower
IPW
$10.1M
$311 ﹤0.01%
20
292 293
294
295 296