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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
SDHI
7526
Siddhi Acquisition Corp
SDHI
$364M
$186 ﹤0.01%
+18
UYG icon
7527
ProShares Ultra Financials
UYG
$797M
$182 ﹤0.01%
2
-1
QMMY
7528
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$132M
$174 ﹤0.01%
7
USEA icon
7529
United Maritime
USEA
$25.5M
$173 ﹤0.01%
85
GDMN icon
7530
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$152M
$172 ﹤0.01%
1
-1
MTNB icon
7531
Matinas BioPharma
MTNB
$4.84M
$172 ﹤0.01%
344
-217
AMBR
7532
Amber International Holding Ltd
AMBR
$133M
$172 ﹤0.01%
73
-26,007
MSC
7533
Studio City International Holdings
MSC
$339M
$170 ﹤0.01%
70
TPSC icon
7534
Timothy Plan US Small Cap Core ETF
TPSC
$356M
$170 ﹤0.01%
4
-5
BPAC
7535
Blueport Acquisition Ltd
BPAC
$74.8M
$170 ﹤0.01%
+17
GDEV icon
7536
GDEV Inc
GDEV
$223M
$168 ﹤0.01%
12
ROM icon
7537
ProShares Ultra Technology
ROM
$1.27B
$168 ﹤0.01%
2
ARCI
7538
Archimedes Tech SPAC Partners III
ARCI
$354M
$167 ﹤0.01%
+17
MLAA
7539
Mountain Lake Acquisition Corp II
MLAA
$167 ﹤0.01%
+17
ITOC
7540
iTonic Holdings
ITOC
$5.57M
$166 ﹤0.01%
473
UJB icon
7541
ProShares Ultra High Yield
UJB
$24.4M
$165 ﹤0.01%
2
+1
CODX
7542
Co-Diagnostics
CODX
$9.62M
$164 ﹤0.01%
88
+15
KBON
7543
Karbon Capital Partners Corp
KBON
$445M
$161 ﹤0.01%
+16
AQB icon
7544
AquaBounty Technologies
AQB
$5.04M
$160 ﹤0.01%
185
+1
IEAG
7545
Infinite Eagle Acquisition Corp
IEAG
$447M
$160 ﹤0.01%
+16
ADGM
7546
Adagio Medical Holdings
ADGM
$12.7M
$158 ﹤0.01%
137
MESH
7547
Meshflow Acquisition Corp
MESH
$431M
$158 ﹤0.01%
+16
KRAQ
7548
KRAKacquisition Corp
KRAQ
$432M
$158 ﹤0.01%
+16
FUSB icon
7549
First US Bancshares
FUSB
$91.9M
$157 ﹤0.01%
10
-1
WATT icon
7550
Energous
WATT
$99M
$157 ﹤0.01%
10
+1
300 301
302
303 304