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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
KFII
7401
K&F Growth Acquisition Corp II
KFII
$415M
$647 ﹤0.01%
62
-61
ATII
7402
Archimedes Tech SPAC Partners II Co
ATII
$321M
$645 ﹤0.01%
62
-68
BCAR
7403
D. Boral ARC Acquisition I Corp
BCAR
$428M
$638 ﹤0.01%
63
-15
QUMS
7404
Quantumsphere Acquisition Corp
QUMS
$112M
$638 ﹤0.01%
63
+33
RDAG
7405
Republic Digital Acquisition Co
RDAG
$387M
$634 ﹤0.01%
62
-67
FVN
7406
Future Vision II Acquisition Corp
FVN
$83M
$632 ﹤0.01%
59
+22
WENN
7407
Wen Acquisition Corp
WENN
$386M
$631 ﹤0.01%
62
-38
ZSPC
7408
DELISTED
ZSPACE INC NEW
ZSPC
$629 ﹤0.01%
222
-15,621
XTNT icon
7409
Xtant Medical Holdings
XTNT
$58.9M
$628 ﹤0.01%
1,125
NPAC
7410
New Providence Acquisition Corp III
NPAC
$398M
$626 ﹤0.01%
61
-66
AIPO
7411
Defiance AI & Power Infrastructure ETF
AIPO
$917M
$624 ﹤0.01%
+25
FLZH
7412
Flash Sports & Media Holdings
FLZH
$101M
$618 ﹤0.01%
28
-12
KPLT icon
7413
Katapult Holdings
KPLT
$34.3M
$614 ﹤0.01%
87
DMAA
7414
Drugs Made In America Acquisition Corp
DMAA
$259M
$608 ﹤0.01%
58
-63
SPWH icon
7415
Sportsman's Warehouse
SPWH
$47.6M
$606 ﹤0.01%
430
-4,216
JNUG icon
7416
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$357M
$600 ﹤0.01%
3
-552
LCCC
7417
Lakeshore Acquisition III Corp
LCCC
$93M
$597 ﹤0.01%
58
+26
EURK
7418
Eureka Acquisition Corp
EURK
$27M
$590 ﹤0.01%
52
+10
PSQH icon
7419
PSQ Holdings
PSQH
$1.36M
$585 ﹤0.01%
1,104
-25
CHPG
7420
ChampionsGate Acquisition Corp
CHPG
$104M
$574 ﹤0.01%
56
+25
MBVI
7421
M3-Brigade Acquisition VI Corp
MBVI
$439M
$563 ﹤0.01%
56
-36
TXS icon
7422
Texas Capital Texas Equity Index ETF
TXS
$35.8M
$562 ﹤0.01%
+15
APXT
7423
Apex Treasury Corp
APXT
$463M
$557 ﹤0.01%
56
-36
BRN icon
7424
Barnwell Industries
BRN
$14.8M
$544 ﹤0.01%
503
IBAC
7425
IB Acquisition Corp
IBAC
$54M
$544 ﹤0.01%
51
-11
295 296
297
298 299