Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SQFTW icon
7426
Presidio Property Trust Inc Series A Warrants
SQFTW
$324K
$200 ﹤0.01%
6,674
-1,288
TBMC
7427
DELISTED
Trailblazer Merger Corp I
TBMC
$200 ﹤0.01%
15
-2
SSEA
7428
Starry Sea Acquisition Corp
SSEA
$77.7M
$200 ﹤0.01%
+20
ITOC
7429
iTonic Holdings
ITOC
$5.12M
$199 ﹤0.01%
473
-553
WTG
7430
Wintergreen Acquisition Corp
WTG
$75.2M
$193 ﹤0.01%
+19
AGM.A icon
7431
Federal Agricultural Mortgage Class A
AGM.A
$1.34B
$192 ﹤0.01%
1
-1
ARCM icon
7432
Arrow Reserve Capital Management ETF
ARCM
$51.1M
$188 ﹤0.01%
1
NIOBW
7433
NioCorp Developments Ltd Warrant
NIOBW
$75.5M
$186 ﹤0.01%
100
OLB icon
7434
OLB
OLB
$4.96M
$186 ﹤0.01%
300
TRPA
7435
Hartford AAA CLO ETF
TRPA
$101M
$186 ﹤0.01%
4
-21
IPWR icon
7436
Ideal Power
IPWR
$36M
$185 ﹤0.01%
60
OPER icon
7437
ClearShares Ultra-Short Maturity ETF
OPER
$140M
$184 ﹤0.01%
1
GDEV icon
7438
GDEV Inc
GDEV
$254M
$180 ﹤0.01%
12
-20
FAS icon
7439
Direxion Daily Financial Bull 3x ETF
FAS
$2.1B
$179 ﹤0.01%
1
-50,000
TNON icon
7440
Tenon Medical
TNON
$8.36M
$179 ﹤0.01%
188
UTSI icon
7441
UTStarcom
UTSI
$21.6M
$178 ﹤0.01%
70
MMTX
7442
Miluna Acquisition Corp
MMTX
$178 ﹤0.01%
+18
QMMY
7443
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$66.4M
$175 ﹤0.01%
7
+5
TWNP
7444
DELISTED
Twin Hospitality Group
TWNP
$174 ﹤0.01%
261
-760
AQB icon
7445
AquaBounty Technologies
AQB
$4.77M
$171 ﹤0.01%
184
+3
VNRX icon
7446
VolitionRX
VNRX
$23.4M
$170 ﹤0.01%
665
-135
MCRP
7447
Micropolis AI Robotics
MCRP
$87.6M
$167 ﹤0.01%
120
SNTI icon
7448
Senti Biosciences
SNTI
$26.9M
$166 ﹤0.01%
160
AEON icon
7449
AEON Biopharma
AEON
$21M
$165 ﹤0.01%
150
BSAA
7450
BEST SPAC I Acquisition Corp
BSAA
$75.7M
$162 ﹤0.01%
+16
296 297
298
299 300