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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
CTRM icon
7451
Castor Maritime
CTRM
$20.8M
$470 ﹤0.01%
254
-5
ALIS
7452
Calisa Acquisition Corp
ALIS
$85.7M
$459 ﹤0.01%
46
+24
RKNG
7453
Defiance Retail Kings ETF
RKNG
$6.3M
$458 ﹤0.01%
+25
LOCL icon
7454
Local Bounti
LOCL
$29.6M
$446 ﹤0.01%
385
ENTX icon
7455
Entera Bio
ENTX
$81.8M
$444 ﹤0.01%
+400
MTEK icon
7456
Maris-Tech
MTEK
$11.8M
$439 ﹤0.01%
+325
SSEA
7457
Starry Sea Acquisition Corp
SSEA
$78.5M
$436 ﹤0.01%
43
+23
CEPF
7458
Cantor Equity Partners IV
CEPF
$597M
$428 ﹤0.01%
42
-80
CXAI icon
7459
CXApp
CXAI
$17.1M
$423 ﹤0.01%
2,341
+150
MSFL icon
7460
GraniteShares 2x Long MSFT Daily ETF
MSFL
$132M
$411 ﹤0.01%
27
WTG
7461
Wintergreen Acquisition Corp
WTG
$76.3M
$411 ﹤0.01%
40
+21
ESHA
7462
DELISTED
ESH Acquisition Corp
ESHA
$407 ﹤0.01%
34
+11
DFLI icon
7463
Dragonfly Energy
DFLI
$22.3M
$402 ﹤0.01%
231
-377
ASPC
7464
A SPAC III Acquisition Corp
ASPC
$25.4M
$400 ﹤0.01%
37
+3
IEDI icon
7465
iShares US Consumer Focused ETF
IEDI
$27.4M
$396 ﹤0.01%
7
-200
UPLD icon
7466
Upland Software
UPLD
$14.6M
$392 ﹤0.01%
59
MMTX
7467
Miluna Acquisition Corp
MMTX
$89.6M
$390 ﹤0.01%
39
+21
USBC
7468
USBC Inc
USBC
$126M
$381 ﹤0.01%
986
TPLC icon
7469
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$305M
$380 ﹤0.01%
8
AIXI
7470
Xiao-I
AIXI
$1.69M
$378 ﹤0.01%
161
+135
LSTA icon
7471
Lisata Therapeutics
LSTA
$29.8M
$376 ﹤0.01%
75
CCM
7472
Concord Medical Services
CCM
$21.9M
$365 ﹤0.01%
100
MGRX icon
7473
Mangoceuticals
MGRX
$6.27M
$360 ﹤0.01%
1,000
COPP icon
7474
Sprott Copper Miners ETF
COPP
$283M
$357 ﹤0.01%
+10
SPXL icon
7475
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.12B
$356 ﹤0.01%
1
-691
297 298
299
300 301