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
INTW
7401
GraniteShares 2x Long INTC Daily ETF
INTW
$95.8M
$195 ﹤0.01%
+5
ISRL
7402
DELISTED
Israel Acquisitions Corp
ISRL
$189 ﹤0.01%
15
+5
RANG
7403
Range Capital Acquisition Corp
RANG
$167M
$186 ﹤0.01%
18
-46
HSPO
7404
DELISTED
Horizon Space Acquisition I Corp
HSPO
$185 ﹤0.01%
15
+5
QETA icon
7405
Quetta Acquisition Corp
QETA
$42.5M
$185 ﹤0.01%
17
+5
NIOBW
7406
NioCorp Developments Ltd Warrant
NIOBW
$97.7M
$184 ﹤0.01%
+100
UCFI
7407
CN Healthy Food Tech Group
UCFI
$184 ﹤0.01%
45
+5
OGEN icon
7408
Oragenics
OGEN
$3.81M
$181 ﹤0.01%
138
-11,774
SONM icon
7409
Sonim Technologies
SONM
$6.26M
$181 ﹤0.01%
17
UYG icon
7410
ProShares Ultra Financials
UYG
$892M
$180 ﹤0.01%
1
-935
AMCI
7411
AMC Robotics Corporation Common Stock
AMCI
$57.1M
$179 ﹤0.01%
14
+5
UTSI icon
7412
UTStarcom
UTSI
$18.9M
$178 ﹤0.01%
70
GDMN icon
7413
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$177M
$177 ﹤0.01%
2
TYO icon
7414
Direxion Daily 7-10 Year Treasury Bear 3X Shares
TYO
$9.99M
$177 ﹤0.01%
13
-5
ATMC icon
7415
AlphaTime Acquisition Corp
ATMC
$169 ﹤0.01%
13
+5
MCRP
7416
Micropolis Holding Co
MCRP
$43.6M
$169 ﹤0.01%
120
QRFT icon
7417
Qraft AI-Enhanced US Large Cap ETF
QRFT
$15.5M
$163 ﹤0.01%
2
+1
THCH icon
7418
TH International
THCH
$72M
$163 ﹤0.01%
63
GNPX icon
7419
Genprex
GNPX
$6.45M
$162 ﹤0.01%
19
DDM icon
7420
ProShares Ultra Dow30
DDM
$499M
$160 ﹤0.01%
2
-566
OPER icon
7421
ClearShares Ultra-Short Maturity ETF
OPER
$108M
$160 ﹤0.01%
1
AUUD
7422
Auddia
AUUD
$3.41M
$158 ﹤0.01%
77
-2
ZKIN icon
7423
ZK International Group
ZKIN
$31.5M
$158 ﹤0.01%
72
PCAP
7424
ProCap Acquisition Corp
PCAP
$323M
$154 ﹤0.01%
+15
CNTB
7425
Connect Biopharma Holdings
CNTB
$140M
$151 ﹤0.01%
100