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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
HCAC
7626
Hall Chadwick Acquisition Corp
HCAC
$293M
$99 ﹤0.01%
+10
SVAQ
7627
Silicon Valley Acquisition Corp
SVAQ
$295M
$99 ﹤0.01%
+10
MYND
7628
Mynd.ai
MYND
$19.2M
$98 ﹤0.01%
280
URE icon
7629
ProShares Ultra Real Estate
URE
$56.6M
$98 ﹤0.01%
1
PTOR
7630
Praetorian Acquisition Corp
PTOR
$337M
$98 ﹤0.01%
+10
XSLL
7631
Xsolla SPAC 1
XSLL
$98 ﹤0.01%
+10
PIFI icon
7632
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$97.8M
$97 ﹤0.01%
1
SIXH icon
7633
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$629M
$96 ﹤0.01%
2
+1
CLIX icon
7634
ProShares Long Online/Short Stores ETF
CLIX
$7.29M
$95 ﹤0.01%
1
-1
CLIK
7635
Click Holdings
CLIK
$12.3M
$95 ﹤0.01%
55
+5
HYFM icon
7636
Hydrofarm Holdings
HYFM
$3.83M
$92 ﹤0.01%
90
-171
TINY icon
7637
ProShares Nanotechnology ETF
TINY
$34.5M
$92 ﹤0.01%
1
PFAI
7638
Pinnacle Food Group
PFAI
$41.5M
$92 ﹤0.01%
32
+12
ADIL
7639
Adial Pharmaceuticals
ADIL
$6.08M
$90 ﹤0.01%
+50
ANEW icon
7640
ProShares MSCI Transformational Changes ETF
ANEW
$7.82M
$90 ﹤0.01%
1
QUCY
7641
Quantum Cyber N.V.
QUCY
$31M
$90 ﹤0.01%
189
QRFT icon
7642
Qraft AI-Enhanced US Large Cap ETF
QRFT
$15.8M
$90 ﹤0.01%
1
TMDV icon
7643
ProShares Russell US Dividend Growers ETF
TMDV
$4.65M
$90 ﹤0.01%
1
UTSL icon
7644
Direxion Daily Utilities Bull 3X ETF
UTSL
$45.6M
$90 ﹤0.01%
1
-1
FSCS
7645
First Trust SMID Capital Strength ETF
FSCS
$59M
$90 ﹤0.01%
2
-1
LMTL
7646
Direxion Daily LMT Bull 2X ETF
LMTL
$8.81M
$90 ﹤0.01%
+2
AGCC
7647
Agencia Comercial Spirits
AGCC
$367M
$90 ﹤0.01%
+6
MUZE
7648
Muzero Acquisition Corp
MUZE
$89 ﹤0.01%
+9
SCAP icon
7649
InfraCap Small Cap Income ETF
SCAP
$20.3M
$88 ﹤0.01%
2
UIVM icon
7650
VictoryShares International Value Momentum ETF
UIVM
$329M
$88 ﹤0.01%
+1
304 305
306
307 308