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
PBDC icon
7376
Putnam BDC Income ETF
PBDC
$254M
$254 ﹤0.01%
8
+7
GSHR
7377
Gesher Acquisition Corp II
GSHR
$210M
$254 ﹤0.01%
25
-21
GRABW icon
7378
Grab Holdings Warrant
GRABW
$9.74M
$252 ﹤0.01%
+500
CNSP icon
7379
CNS Pharmaceuticals
CNSP
$4.4M
$252 ﹤0.01%
+28
CONY icon
7380
YieldMax COIN Option Income Strategy ETF
CONY
$788M
$251 ﹤0.01%
36
-11,169
CHPG
7381
ChampionsGate Acquisition Corp
CHPG
$101M
$251 ﹤0.01%
25
+5
TRNR icon
7382
Interactive Strength
TRNR
$4.06M
$249 ﹤0.01%
75
-30
LMND.WS icon
7383
Lemonade Inc Warrants
LMND.WS
$2.47M
$243 ﹤0.01%
3,582
ESHA icon
7384
ESH Acquisition Corp
ESHA
$46M
$239 ﹤0.01%
21
+5
UYSC
7385
UY Scuti Acquisition Corp
UYSC
$78.3M
$233 ﹤0.01%
23
+5
BYFC icon
7386
Broadway Financial
BYFC
$52.4M
$229 ﹤0.01%
32
SNTI icon
7387
Senti Biosciences
SNTI
$31.8M
$226 ﹤0.01%
160
CYPH
7388
Cypherpunk Technologies Inc
CYPH
$68M
$225 ﹤0.01%
494
-140
TNON icon
7389
Tenon Medical
TNON
$12M
$222 ﹤0.01%
188
MLGO
7390
MicroAlgo
MLGO
$71.8M
$220 ﹤0.01%
24
SVCC
7391
Stellar V Capital Corp
SVCC
$224M
$216 ﹤0.01%
21
-27
IBAC
7392
IB Acquisition Corp
IBAC
$210 ﹤0.01%
20
-44
WENN
7393
Wen Acquisition Corp
WENN
$379M
$202 ﹤0.01%
+20
FBTC icon
7394
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.3B
$201 ﹤0.01%
2
+1
BARK.WS icon
7395
BARK Inc Warrants
BARK.WS
$905K
$200 ﹤0.01%
10,000
MACI
7396
Melar Acquisition Corp I
MACI
$229M
$200 ﹤0.01%
19
-45
OYSE
7397
Oyster Enterprises II Acquisition Corp
OYSE
$343M
$200 ﹤0.01%
+20
TBMC icon
7398
Trailblazer Merger Corp I
TBMC
$30.6M
$199 ﹤0.01%
17
+5
VIVS
7399
VivoSim Labs
VIVS
$5.09M
$199 ﹤0.01%
68
-4
GIPR icon
7400
Generation Income Properties
GIPR
$4.9M
$198 ﹤0.01%
215
294 295
296
297 298