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
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.63%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LITB
7401
LightInTheBox
LITB
$47.7M
$149 ﹤0.01%
130
ZKIN icon
7402
ZK International Group
ZKIN
$26.4M
$148 ﹤0.01%
72
UBR icon
7403
ProShares Ultra MSCI Brazil Capped
UBR
$3.43M
$146 ﹤0.01%
6
TBMC icon
7404
Trailblazer Merger Corp I
TBMC
$30.3M
$141 ﹤0.01%
12
-2
EUM icon
7405
ProShares Trust Short MSCI Emerging Markets
EUM
$10.3M
$137 ﹤0.01%
5
+1
VEEAW
7406
Veea Inc Warrant
VEEAW
$966K
$136 ﹤0.01%
+1,000
FDNI icon
7407
First Trust Dow Jones International Internet ETF
FDNI
$52.1M
$135 ﹤0.01%
4
-2,925
FUSB icon
7408
First US Bancshares
FUSB
$79.9M
$135 ﹤0.01%
10
-3
TBX icon
7409
ProShares Short 7-10 Year Treasury
TBX
$13.2M
$134 ﹤0.01%
4
MYY icon
7410
ProShares Short MidCap400
MYY
$3.66M
$131 ﹤0.01%
6
+1
BARK.WS
7411
DELISTED
BARK Inc Warrants
BARK.WS
$130 ﹤0.01%
10,000
+8,781
QETA icon
7412
Quetta Acquisition Corp
QETA
$130 ﹤0.01%
12
-1
FGNX
7413
FG Nexus Inc
FGNX
$131M
$128 ﹤0.01%
+8
MTNB icon
7414
Matinas BioPharma
MTNB
$4.16M
$128 ﹤0.01%
144
ISRL
7415
DELISTED
Israel Acquisitions Corp
ISRL
$127 ﹤0.01%
10
-1
BOWN
7416
DELISTED
Bowen Acquisition Corp
BOWN
$126 ﹤0.01%
12
-1
USEA icon
7417
United Maritime
USEA
$15.8M
$125 ﹤0.01%
85
-300
GDMN icon
7418
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$217M
$123 ﹤0.01%
2
LQIG icon
7419
State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF
LQIG
$19.2M
$122 ﹤0.01%
1
SUUN
7420
PowerBank Corp
SUUN
$58.3M
$122 ﹤0.01%
80
-500
DEFI icon
7421
Hashdex Bitcoin ETF
DEFI
$12.4M
$122 ﹤0.01%
1
ULVM icon
7422
VictoryShares US Value Momentum ETF
ULVM
$212M
$121 ﹤0.01%
+1
HSPO
7423
DELISTED
Horizon Space Acquisition I Corp
HSPO
$120 ﹤0.01%
10
-1
VCRB icon
7424
Vanguard Core Bond ETF
VCRB
$5.02B
$120 ﹤0.01%
+1
ROLR
7425
High Roller Technologies
ROLR
$25.5M
$120 ﹤0.01%
+40
295 296
297
298 299