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
SCNI
7351
Scinai Immunotherapeutics
SCNI
$3.06M
$310 ﹤0.01%
245
-10
DYCQ
7352
DELISTED
DT Cloud Acquisition Corp
DYCQ
$306 ﹤0.01%
28
+5
VYNE icon
7353
VYNE Therapeutics
VYNE
$12M
$305 ﹤0.01%
911
-2,500
IPWR icon
7354
Ideal Power
IPWR
$32.8M
$301 ﹤0.01%
60
+10
OKLL
7355
Defiance Daily Target 2x Long OKLO ETF
OKLL
$120M
$301 ﹤0.01%
+5
SQFTW icon
7356
Presidio Property Trust Inc Series A Warrants
SQFTW
$441K
$298 ﹤0.01%
7,962
RGTX
7357
Defiance Daily Target 2X Long RGTI ETF
RGTX
$70.1M
$297 ﹤0.01%
+2
ANSC
7358
Agriculture & Natural Solutions Acquisition Corp
ANSC
$464M
$295 ﹤0.01%
27
-75
SPBC icon
7359
Simplify US Equity PLUS GBTC ETF
SPBC
$54.5M
$291 ﹤0.01%
+6
WTO icon
7360
UTime Limited
WTO
$1.64M
$291 ﹤0.01%
260
XBP icon
7361
XBP Global Holdings
XBP
$672M
$277 ﹤0.01%
343
+18
EVGOW icon
7362
EVgo Inc Warrants
EVGOW
$1.72M
$276 ﹤0.01%
1,450
-2,000
OAKU icon
7363
Oak Woods Acquisition Corp
OAKU
$276 ﹤0.01%
23
+5
LITB
7364
LightInTheBox
LITB
$31.8M
$273 ﹤0.01%
130
MSC
7365
Studio City International Holdings
MSC
$668M
$273 ﹤0.01%
70
IPOD
7366
Dune Acquisition Corp II
IPOD
$206M
$273 ﹤0.01%
27
-6
AGM.A icon
7367
Federal Agricultural Mortgage Class A
AGM.A
$1.56B
$270 ﹤0.01%
2
+1
UDOW icon
7368
ProShares UltraPro Dow 30
UDOW
$737M
$269 ﹤0.01%
4
-2,536
KELYB
7369
Kelly Services Class B
KELYB
$263 ﹤0.01%
22
+5
MYND
7370
Mynd.ai
MYND
$26M
$263 ﹤0.01%
280
LTL icon
7371
ProShares Ultra Communication Services
LTL
$17.5M
$262 ﹤0.01%
8
+4
XBB icon
7372
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
$413M
$262 ﹤0.01%
6
LCCC
7373
Lakeshore Acquisition III Corp
LCCC
$90.9M
$262 ﹤0.01%
26
+5
FSLD
7374
DELISTED
Fidelity Sustainable Low Duration Bond ETF
FSLD
$256 ﹤0.01%
5
FPAY
7375
DELISTED
FlexShopper
FPAY
$254 ﹤0.01%
+396
293 294
295
296 297