Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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 Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54T
AUM Growth
+$136B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$1.64B
3
+$1.27B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.05B
5
COF icon
Capital One
COF
+$895M

Top Sells

1
+$2.92B
2
+$2.36B
3
+$1.95B
4
AAPL icon
Apple
AAPL
+$1.65B
5
BND icon
Vanguard Total Bond Market
BND
+$1.53B

Sector Composition

1 Technology 22.63%
2 Financials 11.56%
3 Consumer Discretionary 8.58%
4 Communication Services 7.3%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DECA
8051
DELISTED
Denali Capital Acquisition Corp. Class A Ordinary Shares
DECA
– –
-2
AMPS
8052
DELISTED
Altus Power
AMPS
– –
-1,077,264
AITR
8053
DELISTED
AI Transportation Acquisition Corp
AITR
– –
-11
PYCR
8054
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
– –
-655,360
PEV
8055
DELISTED
Phoenix Motor Inc. Common Stock
PEV
– –
-2,145
GBBK
8056
DELISTED
Global Blockchain Acquisition Corp. Common Stock
GBBK
– –
-8
ATSG
8057
DELISTED
Air Transport Services Group
ATSG
– –
-199,480
SKGR
8058
DELISTED
SK Growth Opportunities Corporation Class A Common Stock
SKGR
– –
-1,387
CLNR
8059
DELISTED
NYLI Cleaner Transport ETF
CLNR
– –
-1
OCEN
8060
DELISTED
NYLI Clean Oceans ETF
OCEN
– –
-1
CLRC
8061
DELISTED
ClimateRock Class A Ordinary Shares
CLRC
– –
-6
NXU
8062
DELISTED
Nxu, Inc. Class A Common Stock
NXU
– –
-609
MSSA
8063
DELISTED
Metal Sky Star Acquisition Corporation Ordinary shares
MSSA
– –
-10
ACCD
8064
DELISTED
Accolade Inc
ACCD
– –
-611,186
SST.WS
8065
DELISTED
System1, Inc. Warrants, each whole warrant exercisable for one share of Class A Common Stock at an exercise price of $11.50 per share
SST.WS
– –
-333
ACON icon
8066
Aclarion
ACON
$4.13M
– –
-5
ZNB
8067
Zeta Network Group
ZNB
$115M
– –
-1
AEHL icon
8068
Antelope Enterprise Holdings
AEHL
$16.6M
– –
-6
AENT icon
8069
Alliance Entertainment
AENT
$335M
– –
-3,539
AFMD
8070
DELISTED
Affimed
AFMD
– –
-34,420
RYM
8071
RYTHM Inc
RYM
$40.1M
– –
-16
ALLR
8072
Allarity Therapeutics
ALLR
$18.7M
– –
-23,311
ALUR icon
8073
Allurion Technologies
ALUR
$17.6M
– –
-53
ALZN icon
8074
Alzamend Neuro
ALZN
$8.14M
– –
0
AMBP.WS icon
8075
Ardagh Metal Packaging Warrants
AMBP.WS
$4.96M
– –
-33
321 322
323
324 325