Morgan Stanley Portfolio holdings
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.
Top Buys
| 1 |
Amazon
AMZN
|
+$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.34B |
| 4 |
Microsoft
MSFT
|
+$1.97B |
| 5 |
Visa
V
|
+$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$1.49B |
| 3 |
Trade Desk
TTD
|
+$1.03B |
| 4 |
Okta
OKTA
|
+$905M |
| 5 |
Twilio
TWLO
|
+$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
First Trust Materials AlphaDEX Fund
FXZ
$218M
| $22.6M | ﹤0.01% |
470,353
+231,462
| +97% | +$11.1M |
|
1677
Global X US Preferred ETF
PFFD
$2.37B
| $22.6M | ﹤0.01% |
874,547
+314,369
| +56% | +$8.11M |
|
1678
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.67B
| $22.6M | ﹤0.01% |
472,558
-367
| -0.1% | -$17.5K |
|
1679
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| $22.5M | ﹤0.01% |
629,396
+432,573
| +220% | +$15.5M |
|
1680
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.6B
| $22.5M | ﹤0.01% |
832,767
-76,305
| -8% | -$2.06M |
|
1681
Avantor
AVTR
$8.39B
| $22.5M | ﹤0.01% |
799,672
+609,403
| +320% | +$17.2M |
|
1682
ONE Gas
OGS
$4.55B
| $22.5M | ﹤0.01% |
293,089
+50,481
| +21% | +$3.88M |
|
1683
JetBlue
JBLU
$1.84B
| $22.5M | ﹤0.01% |
1,546,924
+521,181
| +51% | +$7.58M |
|
1684
First Trust RiverFront Dynamic Developed International ETF
RFDI
$129M
| $22.4M | ﹤0.01% |
348,444
+89,705
| +35% | +$5.78M |
|
1685
RenaissanceRe
RNR
$11.6B
| $22.4M | ﹤0.01% |
134,970
+88,691
| +192% | +$14.7M |
|
1686
J&J Snack Foods
JJSF
$2.02B
| $22.4M | ﹤0.01% |
143,965
-1,262
| -0.9% | -$196K |
|
1687
Darling Ingredients
DAR
$4.97B
| $22.3M | ﹤0.01% |
387,432
+339,459
| +708% | +$19.6M |
|
|
MOMO
1688
Hello Group
MOMO
$1.19B
| $22.3M | ﹤0.01% |
1,599,906
+473,906
| +42% | +$6.62M |
|
1689
Warrior Met Coal
HCC
$3.04B
| $22.3M | ﹤0.01% |
1,047,083
+829,663
| +382% | +$17.7M |
|
1690
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.86B
| $22.3M | ﹤0.01% |
943,819
+85,103
| +10% | +$2.01M |
|
1691
Rithm Capital
RITM
$6.57B
| $22.3M | ﹤0.01% |
2,243,289
-1,960,084
| -47% | -$19.5M |
|
1692
Amdocs
DOX
$9.35B
| $22.3M | ﹤0.01% |
314,371
+98,712
| +46% | +$7M |
|
1693
TechnipFMC
FTI
$16.4B
| $22.3M | ﹤0.01% |
3,187,080
+2,766,079
| +657% | +$19.3M |
|
1694
abrdn Physical Gold Shares ETF
SGOL
$5.8B
| $22.3M | ﹤0.01% |
1,219,391
+57,957
| +5% | +$1.06M |
|
1695
Revolve Group
RVLV
$1.59B
| $22.3M | ﹤0.01% |
714,618
+496,665
| +228% | +$15.5M |
|
1696
Wipro
WIT
$29B
| $22.3M | ﹤0.01% |
7,882,082
+4,369,804
| +124% | +$12.3M |
|
1697
Halozyme
HALO
$8.99B
| $22.3M | ﹤0.01% |
521,200
+935
| +0.2% | +$39.9K |
|
1698
PIMCO Corporate & Income Opportunity Fund
PTY
$2.74B
| $22.2M | ﹤0.01% |
1,244,512
+256,795
| +26% | +$4.58M |
|
1699
Churchill Downs
CHDN
$6.75B
| $22.2M | ﹤0.01% |
227,458
+103,042
| +83% | +$10M |
|
1700
Cooper Companies
COO
$13.3B
| $22.1M | ﹤0.01% |
243,824
+75,932
| +45% | +$6.9M |
|