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
DYCQ
7351
DELISTED
DT Cloud Acquisition Corp
DYCQ
$306 ﹤0.01%
28
+5
VYNE icon
7352
VYNE Therapeutics
VYNE
$19.1M
$305 ﹤0.01%
911
-2,500
IPWR icon
7353
Ideal Power
IPWR
$25.4M
$301 ﹤0.01%
60
+10
OKLL
7354
Defiance Daily Target 2x Long OKLO ETF
OKLL
$150M
$301 ﹤0.01%
+5
SQFTW icon
7355
Presidio Property Trust Inc Series A Warrants
SQFTW
$306K
$298 ﹤0.01%
7,962
RGTX
7356
Defiance Daily Target 2X Long RGTI ETF
RGTX
$57.2M
$297 ﹤0.01%
+8
ANSC
7357
Agriculture & Natural Solutions Acquisition Corp
ANSC
$466M
$295 ﹤0.01%
27
-75
SPBC icon
7358
Simplify US Equity PLUS GBTC ETF
SPBC
$46M
$291 ﹤0.01%
+6
WTO icon
7359
UTime Limited
WTO
$6.55M
$291 ﹤0.01%
1
XBP icon
7360
XBP Global Holdings
XBP
$83.7M
$277 ﹤0.01%
34
+1
EVGOW icon
7361
EVgo Inc Warrants
EVGOW
$1.07M
$276 ﹤0.01%
1,450
-2,000
OAKU icon
7362
Oak Woods Acquisition Corp
OAKU
$276 ﹤0.01%
23
+5
LITB
7363
LightInTheBox
LITB
$51M
$273 ﹤0.01%
130
MSC
7364
Studio City International Holdings
MSC
$562M
$273 ﹤0.01%
70
IPOD
7365
Dune Acquisition Corp II
IPOD
$273 ﹤0.01%
27
-6
AGM.A icon
7366
Federal Agricultural Mortgage Class A
AGM.A
$1.36B
$270 ﹤0.01%
2
+1
UDOW icon
7367
ProShares UltraPro Dow 30
UDOW
$767M
$269 ﹤0.01%
4
-2,536
KELYB
7368
Kelly Services Class B
KELYB
$565M
$263 ﹤0.01%
22
+5
MYND
7369
Mynd.ai
MYND
$21.5M
$263 ﹤0.01%
280
XBB icon
7370
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
$374M
$262 ﹤0.01%
6
LCCC
7371
Lakeshore Acquisition III Corp
LCCC
$262 ﹤0.01%
26
+5
LTL icon
7372
ProShares Ultra Communication Services
LTL
$13.9M
$262 ﹤0.01%
8
+4
FSLD
7373
DELISTED
Fidelity Sustainable Low Duration Bond ETF
FSLD
$256 ﹤0.01%
5
FPAY
7374
DELISTED
FlexShopper
FPAY
$254 ﹤0.01%
+396
PBDC icon
7375
Putnam BDC Income ETF
PBDC
$235M
$254 ﹤0.01%
8
+7
293 294
295
296 297