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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
UG icon
7426
United-Guardian
UG
$32.9M
$537 ﹤0.01%
80
+1
RDI icon
7427
Reading International Class A
RDI
$27.7M
$532 ﹤0.01%
471
DTSQ
7428
DT Cloud Star Acquisition Corp
DTSQ
$41.6M
$531 ﹤0.01%
48
+11
AWRE icon
7429
Aware
AWRE
$30.1M
$529 ﹤0.01%
423
UYSC
7430
UY Scuti Acquisition Corp
UYSC
$55.9M
$529 ﹤0.01%
51
+23
RIBB
7431
Ribbon Acquisition Corp
RIBB
$51.6M
$526 ﹤0.01%
50
+15
TDWD
7432
Tailwind 2.0 Acquisition Corp
TDWD
$236M
$526 ﹤0.01%
53
-9
ALCY
7433
DELISTED
Alchemy Investments Acquisition Corp 1
ALCY
$523 ﹤0.01%
44
+12
COE
7434
51Talk Online Education Group
COE
$101M
$518 ﹤0.01%
26
CVKD icon
7435
Cadrenal Therapeutics
CVKD
$8.9M
$512 ﹤0.01%
100
-980
KALA icon
7436
KALA BIO
KALA
$21.9M
$509 ﹤0.01%
59
+47
FARM
7437
DELISTED
Farmer Brothers
FARM
$508 ﹤0.01%
400
-25,000
AIM
7438
AIM ImmunoTech
AIM
$7.85M
$505 ﹤0.01%
864
-1
DFNS
7439
T3 Defense Inc
DFNS
$13.9M
$502 ﹤0.01%
700
-2,241
SOBR icon
7440
SOBR Safe
SOBR
$1.25M
$502 ﹤0.01%
1,001
BAYA
7441
DELISTED
Bayview Acquisition Corp
BAYA
$500 ﹤0.01%
42
+10
MEHA
7442
DELISTED
FUNCTIONAL BRANDS INC
MEHA
$495 ﹤0.01%
+3,102
TWLV
7443
Twelve Seas Investment Co III
TWLV
$234M
$494 ﹤0.01%
+50
ORIQ
7444
Origin Investment Corp I
ORIQ
$89M
$488 ﹤0.01%
48
+25
AIRE icon
7445
reAlpha
AIRE
$9.92M
$486 ﹤0.01%
80
PSNYW icon
7446
Polestar Automotive Holding ADS Class C-1
PSNYW
$327M
$485 ﹤0.01%
96
FSEC icon
7447
Fidelity Investment Grade Securitized ETF
FSEC
$4.64B
$481 ﹤0.01%
10
-42
HSPT
7448
DELISTED
Horizon Space Acquisition II Corp
HSPT
$477 ﹤0.01%
74
+26
INTJ
7449
Intelligent Group
INTJ
$5.29M
$475 ﹤0.01%
50
ITRM
7450
DELISTED
Iterum Therapeutics
ITRM
$471 ﹤0.01%
15,713
+10,000
296 297
298
299 300