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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
SQFTW icon
7576
Presidio Property Trust Inc Series A Warrants
SQFTW
$222K
$133 ﹤0.01%
6,674
IQM icon
7577
Franklin Intelligent Machines ETF
IQM
$108M
$131 ﹤0.01%
1
WKHS icon
7578
Workhorse Group
WKHS
$28.9M
$131 ﹤0.01%
43
-7
SNTI icon
7579
Senti Biosciences Holdings
SNTI
$32.1M
$130 ﹤0.01%
160
RBNE
7580
Robin Energy Ltd
RBNE
$3.74M
$130 ﹤0.01%
53
+44
MUNY
7581
Vanguard New York Tax-Exempt Bond ETF
MUNY
$411M
$130 ﹤0.01%
+1
UPV icon
7582
ProShares Ultra FTSE Europe
UPV
$13.3M
$127 ﹤0.01%
1
VNRX icon
7583
VolitionRx Ltd
VNRX
$16.1M
$126 ﹤0.01%
31
-2
CVM icon
7584
CEL-SCI Corp
CVM
$24.1M
$125 ﹤0.01%
39
-20
TRPA
7585
Hartford AAA CLO ETF
TRPA
$105M
$123 ﹤0.01%
3
-1
DUSL icon
7586
Direxion Daily Industrials Bull 3X ETF
DUSL
$59.4M
$122 ﹤0.01%
+1
VERS icon
7587
ProShares Metaverse ETF
VERS
$6.63M
$120 ﹤0.01%
2
+1
DSAC
7588
Daedalus Special Acquisition Corp
DSAC
$119 ﹤0.01%
+12
SORN
7589
Soren Acquisition Corp
SORN
$119 ﹤0.01%
+12
INTS icon
7590
Intensity Therapeutics
INTS
$12.9M
$118 ﹤0.01%
20
ARTC
7591
Art Technology Acquisition Corp
ARTC
$118 ﹤0.01%
+12
GIX
7592
GigCapital9 Corp
GIX
$118 ﹤0.01%
+12
AACI
7593
Armada Acquisition Corp III
AACI
$339M
$118 ﹤0.01%
+12
MVV icon
7594
ProShares Ultra MidCap400
MVV
$155M
$117 ﹤0.01%
1
-1
APWC icon
7595
Asia Pacific Wire & Cable
APWC
$63.1M
$114 ﹤0.01%
84
-51
MRGR icon
7596
ProShares Merger ETF
MRGR
$15.9M
$114 ﹤0.01%
2
+1
IBG
7597
Innovation Beverage Group
IBG
$1.83M
$112 ﹤0.01%
+100
UNHG
7598
Leverage Shares 2X Long UNH Daily ETF
UNHG
$122M
$112 ﹤0.01%
+11
EUDV icon
7599
ProShares MSCI Europe Dividend Growers ETF
EUDV
$8.19M
$111 ﹤0.01%
2
+1
ZKIN icon
7600
ZK International Group
ZKIN
$83.1M
$111 ﹤0.01%
72
302 303
304
305 306