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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
BIB icon
7551
ProShares Ultra NASDAQ Biotechnology
BIB
$85.4M
$156 ﹤0.01%
1
DPST icon
7552
Direxion Daily Regional Banks Bull 3X ETF
DPST
$448M
$156 ﹤0.01%
1
RFEM icon
7553
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$80.2M
$156 ﹤0.01%
1
CAEP
7554
DELISTED
Cantor Equity Partners III
CAEP
$155 ﹤0.01%
+15
ARCM icon
7555
Arrow Reserve Capital Management ETF
ARCM
$51.1M
$154 ﹤0.01%
1
CURE icon
7556
Direxion Daily Healthcare Bull 3X ETF
CURE
$174M
$152 ﹤0.01%
+1
OLB icon
7557
OLB
OLB
$4.84M
$149 ﹤0.01%
300
AEON icon
7558
AEON Biopharma
AEON
$12.7M
$148 ﹤0.01%
150
ICAP icon
7559
InfraCap Equity Income Fund ETF
ICAP
$116M
$146 ﹤0.01%
5
+1
CHSN icon
7560
Chanson International
CHSN
$2.76M
$145 ﹤0.01%
1
BITS icon
7561
Global X Blockchain & Bitcoin Strategy ETF
BITS
$24.6M
$141 ﹤0.01%
2
-9
BBCQ
7562
Bleichroeder Acquisition Corp II
BBCQ
$397M
$140 ﹤0.01%
+14
FVAV
7563
Fortress Value Acquisition Corp V
FVAV
$140 ﹤0.01%
+14
OIM
7564
OneIM Acquisition Corp
OIM
$363M
$139 ﹤0.01%
+14
ZKP
7565
Lafayette Digital Acquisition Corp I
ZKP
$391M
$138 ﹤0.01%
+14
MEVO
7566
M Evo Global Acquisition Corp II
MEVO
$398M
$138 ﹤0.01%
+14
DBCA
7567
D. Boral Acquisition I Corp
DBCA
$432M
$138 ﹤0.01%
+14
ALOV
7568
Aldabra 4 Liquidity Opportunity Vehicle
ALOV
$373M
$137 ﹤0.01%
+14
TNON icon
7569
Tenon Medical
TNON
$3.92M
$136 ﹤0.01%
188
DFEN icon
7570
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
$388M
$135 ﹤0.01%
2
-199
EEMX icon
7571
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$180M
$135 ﹤0.01%
3
EMDV icon
7572
ProShares MSCI Emerging Markets Dividend Growers ETF
EMDV
$7.11M
$134 ﹤0.01%
2
FDIV icon
7573
MarketDesk Focused US Dividend ETF
FDIV
$72.6M
$134 ﹤0.01%
5
MDIA icon
7574
Mediaco Holding
MDIA
$84M
$134 ﹤0.01%
203
+200
SPXE icon
7575
ProShares S&P 500 ex-Energy ETF
SPXE
$84.7M
$134 ﹤0.01%
1
301 302
303
304 305