Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NMP
7376
NMP Acquisition Corp
NMP
$162M
$321 ﹤0.01%
+32
EMIS
7377
Emmis Acquisition Corp
EMIS
$159M
$318 ﹤0.01%
+32
CHPG
7378
ChampionsGate Acquisition Corp
CHPG
$103M
$316 ﹤0.01%
31
+6
CASI
7379
DELISTED
CASI Pharmaceuticals
CASI
$312 ﹤0.01%
367
+2
SPEG
7380
Silver Pegasus Acquisition Corp
SPEG
$156M
$312 ﹤0.01%
+31
CVM icon
7381
CEL-SCI Corp
CVM
$34.4M
$310 ﹤0.01%
59
-414
LESL icon
7382
Leslie's
LESL
$12.1M
$309 ﹤0.01%
187
-6,195
PBDC icon
7383
Putnam BDC Income ETF
PBDC
$246M
$304 ﹤0.01%
9
+1
QUMS
7384
Quantumsphere Acquisition Corp
QUMS
$116M
$300 ﹤0.01%
+30
SPBC icon
7385
Simplify US Equity PLUS GBTC ETF
SPBC
$42.7M
$299 ﹤0.01%
6
UYSC
7386
UY Scuti Acquisition Corp
UYSC
$80.2M
$287 ﹤0.01%
28
+5
XUSP icon
7387
Innovator Uncapped Accelerated US Equity ETF
XUSP
$40.6M
$285 ﹤0.01%
+6
DAPP icon
7388
VanEck Digital Transformation ETF
DAPP
$304M
$283 ﹤0.01%
17
-7,950
NYC
7389
American Strategic Investment Co
NYC
$21.7M
$282 ﹤0.01%
34
-34
UGRO icon
7390
urban-gro
UGRO
$12.4M
$280 ﹤0.01%
40
ZSC icon
7391
USCF Sustainable Commodity Strategy Fund
ZSC
$2.91M
$280 ﹤0.01%
+10
GOOX icon
7392
T-Rex 2X Long Alphabet Daily Target ETF
GOOX
$49.3M
$279 ﹤0.01%
+4
OAKU
7393
DELISTED
Oak Woods Acquisition Corp
OAKU
$278 ﹤0.01%
23
BLRX
7394
BioLineRX
BLRX
$9.96M
$277 ﹤0.01%
100
-5,853
CDIO icon
7395
Cardio Diagnostics
CDIO
$5.42M
$271 ﹤0.01%
100
-23
NVNI icon
7396
Nvni Group
NVNI
$11.9M
$265 ﹤0.01%
100
CLIK
7397
Click Holdings
CLIK
$8.94M
$263 ﹤0.01%
+50
KORU icon
7398
Direxion Daily MSCI South Korea Bull 3X ETF
KORU
$1.51B
$260 ﹤0.01%
+1
AGH
7399
Aureus Greenway Holdings
AGH
$66.2M
$258 ﹤0.01%
+82
SLE icon
7400
Super League Enterprise
SLE
$5.39M
$255 ﹤0.01%
35
-650
294 295
296
297 298