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
ISRL
7401
DELISTED
Israel Acquisitions Corp
ISRL
$189 ﹤0.01%
15
+5
RANG
7402
Range Capital Acquisition Corp
RANG
$168M
$186 ﹤0.01%
18
-46
HSPO
7403
DELISTED
Horizon Space Acquisition I Corp
HSPO
$185 ﹤0.01%
15
+5
QETA icon
7404
Quetta Acquisition Corp
QETA
$185 ﹤0.01%
17
+5
NIOBW
7405
NioCorp Developments Ltd Warrant
NIOBW
$92.5M
$184 ﹤0.01%
+100
UCFI
7406
CN Healthy Food Tech Group
UCFI
$184 ﹤0.01%
45
+5
OGEN icon
7407
Oragenics
OGEN
$2.94M
$181 ﹤0.01%
138
-11,774
SONM icon
7408
Sonim Technologies
SONM
$8.23M
$181 ﹤0.01%
17
UYG icon
7409
ProShares Ultra Financials
UYG
$691M
$180 ﹤0.01%
1
-935
AMCI
7410
AMC Robotics
AMCI
$150M
$179 ﹤0.01%
14
+5
UTSI icon
7411
UTStarcom
UTSI
$22.8M
$178 ﹤0.01%
70
GDMN icon
7412
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$284M
$177 ﹤0.01%
2
TYO icon
7413
Direxion Daily 7-10 Year Treasury Bear 3X Shares
TYO
$9.02M
$177 ﹤0.01%
13
-5
ATMC
7414
DELISTED
AlphaTime Acquisition Corp
ATMC
$169 ﹤0.01%
13
+5
MCRP
7415
Micropolis AI Robotics
MCRP
$145M
$169 ﹤0.01%
120
QRFT icon
7416
Qraft AI-Enhanced US Large Cap ETF
QRFT
$17.4M
$163 ﹤0.01%
2
+1
THCH icon
7417
TH International
THCH
$60.8M
$163 ﹤0.01%
63
GNPX icon
7418
Genprex
GNPX
$5.04M
$162 ﹤0.01%
19
DDM icon
7419
ProShares Ultra Dow30
DDM
$520M
$160 ﹤0.01%
2
-566
OPER icon
7420
ClearShares Ultra-Short Maturity ETF
OPER
$118M
$160 ﹤0.01%
1
AUUD
7421
Auddia
AUUD
$3.07M
$158 ﹤0.01%
77
-2
ZKIN icon
7422
ZK International Group
ZKIN
$21.9M
$158 ﹤0.01%
72
PCAP
7423
ProCap Acquisition Corp
PCAP
$154 ﹤0.01%
+15
CNTB
7424
Connect Biopharma Holdings
CNTB
$137M
$151 ﹤0.01%
100
TVAI
7425
Thayer Ventures Acquisition Corporation II
TVAI
$150 ﹤0.01%
+15
295 296
297
298 299