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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
MBAV
7376
M3-Brigade Acquisition V Corp
MBAV
$390M
$687 ﹤0.01%
64
-15
KCHV
7377
Kochav Defense Acquisition Corp
KCHV
$355M
$687 ﹤0.01%
67
-2
BLUW
7378
Blue Water Acquisition Corp III
BLUW
$334M
$687 ﹤0.01%
67
-2
CEPV
7379
Cantor Equity Partners V
CEPV
$331M
$687 ﹤0.01%
68
CCII
7380
Cohen Circle Acquisition Corp II
CCII
$359M
$685 ﹤0.01%
67
-2
HCMA
7381
HCM III Acquisition Corp
HCMA
$348M
$685 ﹤0.01%
68
+1
CCIX
7382
Churchill Capital Corp IX
CCIX
$399M
$684 ﹤0.01%
64
-66
IPCX
7383
Inflection Point Acquisition Corp III
IPCX
$358M
$684 ﹤0.01%
67
-20
TLNC
7384
Talon Capital Corp
TLNC
$352M
$683 ﹤0.01%
67
-1
OYSE
7385
Oyster Enterprises II Acquisition Corp
OYSE
$349M
$681 ﹤0.01%
67
-20
NMP
7386
NMP Acquisition Corp
NMP
$164M
$681 ﹤0.01%
67
+35
BSR icon
7387
Beacon Unified Catalyst ETF
BSR
$35.2M
$680 ﹤0.01%
+23
EMIS
7388
Emmis Acquisition Corp
EMIS
$161M
$673 ﹤0.01%
67
+35
XCUR icon
7389
Exicure
XCUR
$11.2M
$672 ﹤0.01%
158
-3,407
TACH
7390
Titan Acquisition Corp
TACH
$359M
$669 ﹤0.01%
65
-15
BDCI
7391
BTC Development Corp
BDCI
$351M
$669 ﹤0.01%
67
-2
MOTG icon
7392
VanEck Morningstar Global Wide Moat ETF
MOTG
$17.5M
$667 ﹤0.01%
18
-1
FSHP
7393
Flag Ship Acquisition Corp
FSHP
$57.5M
$667 ﹤0.01%
61
+14
FAC
7394
Factorial Energy Inc
FAC
$997M
$667 ﹤0.01%
65
-15
ANSC
7395
Agriculture & Natural Solutions Acquisition Corp
ANSC
$475M
$666 ﹤0.01%
59
-55
ELBM
7396
Electra Battery Materials
ELBM
$60.7M
$661 ﹤0.01%
1,181
-41
CRAC
7397
Crown Reserve Acquisition Corp I
CRAC
$227M
$661 ﹤0.01%
66
+50
CDLX icon
7398
Cardlytics
CDLX
$25.1M
$657 ﹤0.01%
63
-310
BLZR
7399
Trailblazer Acquisition Corp
BLZR
$350M
$653 ﹤0.01%
65
-8
SPEG
7400
Silver Pegasus Acquisition Corp
SPEG
$158M
$652 ﹤0.01%
64
+33
294 295
296
297 298