Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
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
+$2.4B
2
+$2.37B
3
+$1.52B
4
SNPS icon
Synopsys
SNPS
+$1.47B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26B

Top Sells

1
+$2.63B
2
+$2.46B
3
+$1.21B
4
ORCL icon
Oracle
ORCL
+$1.04B
5
AAPL icon
Apple
AAPL
+$925M

Sector Composition

1 Technology 23.14%
2 Financials 11.07%
3 Consumer Discretionary 8.39%
4 Communication Services 7.49%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ODVWZ
7326
Osisko Development Corp Warrant
ODVWZ
$36.5M
$360 ﹤0.01%
+1,333
COLA
7327
Columbus Acquisition Corp
COLA
$83.3M
$358 ﹤0.01%
35
+5
ASPC
7328
A SPAC III Acquisition Corp
ASPC
$28.1M
$352 ﹤0.01%
34
+5
OLB icon
7329
OLB
OLB
$10.9M
$351 ﹤0.01%
300
NETD
7330
DELISTED
Nabors Energy Transition Corp II
NETD
$348 ﹤0.01%
31
-86
ALCY icon
7331
Alchemy Investments Acquisition Corp 1
ALCY
$49.3M
$344 ﹤0.01%
30
+5
BAYA
7332
Bayview Acquisition Corp
BAYA
$41.2M
$344 ﹤0.01%
30
+5
SABS icon
7333
SAB Biotherapeutics
SABS
$178M
$338 ﹤0.01%
168
SHFSW icon
7334
SHF Holdings Warrants
SHFSW
$444K
$338 ﹤0.01%
10,000
GURE
7335
Gulf Resources
GURE
$8.47M
$337 ﹤0.01%
60
FVN
7336
Future Vision II Acquisition Corp
FVN
$80.6M
$335 ﹤0.01%
32
+5
AVGE icon
7337
Avantis All Equity Markets ETF
AVGE
$802M
$334 ﹤0.01%
4
+2
DMAA
7338
Drugs Made In America Acquisition Corp
DMAA
$351M
$329 ﹤0.01%
32
-77
APWC icon
7339
Asia Pacific Wire & Cable
APWC
$35.4M
$328 ﹤0.01%
159
ASET
7340
DELISTED
FlexShares Real Assets Allocation Index Fund
ASET
$325 ﹤0.01%
9
+8
FSYD icon
7341
Fidelity Sustainable High Yield ETF
FSYD
$103M
$318 ﹤0.01%
6
+3
AFJK
7342
Aimei Health Technology Co
AFJK
$216M
$317 ﹤0.01%
28
+5
PZG icon
7343
Paramount Gold Nevada
PZG
$224M
$317 ﹤0.01%
257
SPUU icon
7344
Direxion Daily S&P 500 Bull 2X Shares
SPUU
$219M
$317 ﹤0.01%
1
-42
RIBB
7345
Ribbon Acquisition Corp
RIBB
$317 ﹤0.01%
31
+5
QSEA
7346
Quartzsea Acquisition Corp
QSEA
$118M
$314 ﹤0.01%
31
+5
QBTX
7347
Tradr 2X Long QBTS Daily ETF
QBTX
$67.7M
$313 ﹤0.01%
+6
FTFT icon
7348
Future FinTech Group
FTFT
$7.57M
$311 ﹤0.01%
36
+16
IPW icon
7349
iPower
IPW
$2.58M
$311 ﹤0.01%
20
SCNI
7350
Scinai Immunotherapeutics
SCNI
$2.98M
$310 ﹤0.01%
245
-10
292 293
294
295 296