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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
LWAC
7351
LightWave Acquisition Corp
LWAC
$308M
$719 ﹤0.01%
71
+12
IPEX
7352
Inflection Point Acquisition Corp V
IPEX
$125M
$718 ﹤0.01%
69
+32
ASPSZ
7353
Altisource Portfolio Solutions SA Cash Exercise Stakeholder Warrants
ASPSZ
$8.47M
$717 ﹤0.01%
3,587
NWTG
7354
Newton Golf Co
NWTG
$3.61M
$716 ﹤0.01%
450
LABX
7355
Tradr 2X Long ALAB Daily ETF
LABX
$88.3M
$716 ﹤0.01%
+48
PMTR
7356
Perimeter Acquisition Corp I
PMTR
$322M
$708 ﹤0.01%
69
-18
LGVN
7357
Longeveron
LGVN
$21.3M
$707 ﹤0.01%
680
-9
NXTC icon
7358
NextCure
NXTC
$7.12M
$705 ﹤0.01%
66
OTGA
7359
OTG Acquisition Corp I
OTGA
$301M
$704 ﹤0.01%
70
+7
BIXI
7360
Bitcoin Infrastructure Acquisition Corp
BIXI
$301M
$704 ﹤0.01%
71
+13
CRAQ
7361
Cal Redwood Acquisition Corp
CRAQ
$324M
$701 ﹤0.01%
69
-17
BEAG
7362
Bold Eagle Acquisition Corp
BEAG
$334M
$697 ﹤0.01%
66
-20
GPAT
7363
GP-Act III Acquisition Corp
GPAT
$399M
$694 ﹤0.01%
64
-15
ZJK
7364
ZJK Industrial Co
ZJK
$122M
$694 ﹤0.01%
371
-125
BKHA
7365
Black Hawk Acquisition Corp
BKHA
$49.7M
$693 ﹤0.01%
60
+12
PCAP
7366
ProCap Acquisition Corp
PCAP
$326M
$693 ﹤0.01%
68
-15
KOYN
7367
CSLM Digital Asset Acquisition Corp III
KOYN
$320M
$693 ﹤0.01%
69
+6
HVMC
7368
Highview Merger Corp
HVMC
$299M
$693 ﹤0.01%
69
+6
GSRF
7369
GSR IV Acquisition Corp
GSRF
$299M
$692 ﹤0.01%
69
+6
RNGT
7370
Range Capital Acquisition Corp II
RNGT
$318M
$690 ﹤0.01%
69
+6
ALF
7371
Centurion Acquisition Corp
ALF
$391M
$689 ﹤0.01%
64
-15
GXPC
7372
Global X PureCap MSCI Communication Services ETF
GXPC
$84.1M
$689 ﹤0.01%
+25
OBA
7373
Oxley Bridge Acquisition Ltd
OBA
$324M
$689 ﹤0.01%
68
+1
PACH
7374
Pioneer Acquisition I Corp
PACH
$292M
$689 ﹤0.01%
68
+1
EVOX
7375
Evolution Global Acquisition Corp
EVOX
$322M
$688 ﹤0.01%
69
+5
293 294
295
296 297