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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
LZMH
8401
LZ Technology Holdings
LZMH
$11.4M
– –
-1,010
ZAPR
8402
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$64.7M
– –
-612
SORA
8403
AsiaStrategy
SORA
$44.5M
– –
-7,845
DVS
8404
DELISTED
Dolly Varden Silver Corp
DVS
– –
-285,175
APPX
8405
Tradr 2X Long APP Daily ETF
APPX
$93.9M
– –
-7
AHL
8406
DELISTED
Aspen Insurance
AHL
– –
-174,613
CHAC
8407
DELISTED
Crane Harbor Acquisition Corp
CHAC
– –
-82
FMKT
8408
The Free Markets ETF
FMKT
$12.9M
– –
-2
PELI
8409
DELISTED
Pelican Acquisition Corp
PELI
– –
-46
CCCX
8410
DELISTED
Churchill Capital Corp X
CCCX
– –
-134,415
CCCXW
8411
DELISTED
Churchill Capital Corp X Warrants
CCCXW
– –
-5,625
RAAA
8412
Reckoner Yield Enhanced AAA CLO ETF
RAAA
$35.1M
– –
-198,613
ASTX
8413
Tradr 2X Long ASTS Daily ETF
ASTX
$384M
– –
-10
SMU
8414
Tradr 2X Long SMR Daily ETF
SMU
$48.7M
– –
-325
ACFN
8415
Acorn Energy
ACFN
$42.1M
– –
-2,312
LHAI
8416
Linkhome Holdings
LHAI
$22M
– –
-1,719
PCI
8417
PGIM Corporate Bond 5-10 Year ETF
PCI
$531M
– –
-400,000
PPCB
8418
Propanc Biopharma
PPCB
$4.19M
– –
0
MUNB
8419
Northern Trust 2035 Tax-Exempt Distributing Ladder ETF
MUNB
$10.1M
– –
-10,000
MUND
8420
Northern Trust 2055 Tax-Exempt Distributing Ladder ETF
MUND
$10.3M
– –
-20,000
FCHL
8421
Fitness Champs Holdings
FCHL
$1.74M
– –
0
TOPW
8422
Roundhill Top WeeklyPay ETF
TOPW
$150M
– –
-1
CDIG
8423
City Different Investments Global Equity ETF
CDIG
$48.3M
– –
-500
BMNU
8424
T-REX 2X Long BMNR Daily Target ETF
BMNU
$197M
– –
-26,000
AAAC
8425
Columbia AAA CLO ETF
AAAC
$10M
– –
-100,000
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