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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
EPSM
7476
Epsium Enterprise
EPSM
$16.1M
$354 ﹤0.01%
251
AVGE icon
7477
Avantis All Equity Markets ETF
AVGE
$1.05B
$352 ﹤0.01%
4
BSAA
7478
BEST SPAC I Acquisition Corp
BSAA
$88.7M
$347 ﹤0.01%
34
+18
PAPL
7479
Pineapple Financial
PAPL
$24.7M
$345 ﹤0.01%
539
AYTU icon
7480
AYTU BioPharma
AYTU
$24.1M
$341 ﹤0.01%
125
VANI icon
7481
Vivani Medical
VANI
$117M
$341 ﹤0.01%
341
PIEQ
7482
Principal International Equity ETF
PIEQ
$1.33B
$340 ﹤0.01%
10
-760
QETA icon
7483
Quetta Acquisition Corp
QETA
$44.4M
$339 ﹤0.01%
30
+11
APAC
7484
StoneBridge Acquisition II Corp
APAC
$81.8M
$331 ﹤0.01%
33
+17
GLRY icon
7485
Inspire Growth ETF
GLRY
$167M
$330 ﹤0.01%
+8
MULL
7486
GraniteShares 2x Long MU Daily ETF
MULL
$1.09B
$319 ﹤0.01%
75
-50
SHFSW icon
7487
SHF Holdings Warrants
SHFSW
$324K
$309 ﹤0.01%
10,000
RDAC
7488
Rising Dragon Acquisition Corp
RDAC
$35.7M
$307 ﹤0.01%
64
+21
MCRP
7489
Micropolis AI Robotics
MCRP
$52.3M
$306 ﹤0.01%
120
GPUS
7490
Hyperscale Data Inc
GPUS
$62.8M
$301 ﹤0.01%
2,000
MYSZ icon
7491
My Size
MYSZ
$2.31M
$294 ﹤0.01%
509
NYC
7492
American Strategic Investment Co
NYC
$24.1M
$290 ﹤0.01%
34
KOSS icon
7493
Koss Corp
KOSS
$37.4M
$286 ﹤0.01%
80
-3,000
PRHI
7494
Presurance Holdings
PRHI
$18.4M
$270 ﹤0.01%
76
HBNB
7495
Hotel101 Global Holdings
HBNB
$1.25B
$270 ﹤0.01%
+35
FSCC
7496
Federated Hermes MDT Small Cap Core ETF
FSCC
$299M
$267 ﹤0.01%
+9
RKLX
7497
Defiance Daily Target 2X Long RKLB ETF
RKLX
$208M
$256 ﹤0.01%
10
-9
SLAI
7498
SOLAI Limited American Depositary Shares (each representing seven hundred (700) Class A Ordinary Shares)
SLAI
$15.5M
$254 ﹤0.01%
46
MBAI
7499
Check-Cap
MBAI
$9.43M
$253 ﹤0.01%
157
-1,154
CAIE
7500
Calamos Autocallable Income ETF
CAIE
$1.07B
$251 ﹤0.01%
10
+9
298 299
300
301 302