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
GSHR
7376
Gesher Acquisition Corp II
GSHR
$254 ﹤0.01%
25
-21
CNSP icon
7377
CNS Pharmaceuticals
CNSP
$1.84M
$252 ﹤0.01%
+28
GRABW icon
7378
Grab Holdings Warrant
GRABW
$3.12M
$252 ﹤0.01%
+500
CONY icon
7379
YieldMax COIN Option Income Strategy ETF
CONY
$377M
$251 ﹤0.01%
4
-1,117
CHPG
7380
ChampionsGate Acquisition Corp
CHPG
$251 ﹤0.01%
25
+5
TRNR icon
7381
Interactive Strength
TRNR
$12.1M
$249 ﹤0.01%
75
-30
LMND.WS
7382
DELISTED
Lemonade Inc Warrants
LMND.WS
$243 ﹤0.01%
3,582
ESHA icon
7383
ESH Acquisition Corp
ESHA
$47M
$239 ﹤0.01%
21
+5
UYSC
7384
UY Scuti Acquisition Corp
UYSC
$79M
$233 ﹤0.01%
23
+5
BYFC icon
7385
Broadway Financial
BYFC
$73.4M
$229 ﹤0.01%
32
SNTI icon
7386
Senti Biosciences
SNTI
$24.5M
$226 ﹤0.01%
160
CYPH
7387
Cypherpunk Technologies Inc
CYPH
$35.8M
$225 ﹤0.01%
494
-140
TNON icon
7388
Tenon Medical
TNON
$9.36M
$222 ﹤0.01%
188
MLGO
7389
MicroAlgo
MLGO
$38.2M
$220 ﹤0.01%
24
SVCC
7390
Stellar V Capital Corp
SVCC
$225M
$216 ﹤0.01%
21
-27
IBAC
7391
IB Acquisition Corp
IBAC
$61.4M
$210 ﹤0.01%
20
-44
WENN
7392
Wen Acquisition Corp
WENN
$382M
$202 ﹤0.01%
+20
FBTC icon
7393
Fidelity Wise Origin Bitcoin Fund
FBTC
$8.5B
$201 ﹤0.01%
2
+1
OYSE
7394
Oyster Enterprises II Acquisition Corp
OYSE
$200 ﹤0.01%
+20
BARK.WS
7395
DELISTED
BARK Inc Warrants
BARK.WS
$200 ﹤0.01%
10,000
MACI
7396
Melar Acquisition Corp I
MACI
$232M
$200 ﹤0.01%
19
-45
TBMC icon
7397
Trailblazer Merger Corp I
TBMC
$31.4M
$199 ﹤0.01%
17
+5
VIVS
7398
VivoSim Labs
VIVS
$5.06M
$199 ﹤0.01%
68
-4
GIPR icon
7399
Generation Income Properties
GIPR
$2.54M
$198 ﹤0.01%
215
INTW
7400
GraniteShares 2x Long INTC Daily ETF
INTW
$132M
$195 ﹤0.01%
+5
294 295
296
297 298