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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.77B |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.52B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.18B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$947M |
| 5 |
Zoetis
ZTS
|
+$787M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$2.39B |
| 2 |
NVIDIA
NVDA
|
+$2.32B |
| 3 |
Microsoft
MSFT
|
+$2.06B |
| 4 |
Apple
AAPL
|
+$1.62B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.51B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.47% |
| 2 | Financials | 11.66% |
| 3 | Consumer Discretionary | 8.63% |
| 4 | Communication Services | 7.31% |
| 5 | Healthcare | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Wynn Resorts
WYNN
$10.1B
| $173M | 0.01% |
1,842,644
-225,094
| -11% | -$19.1M |
|
952
Global X S&P 500 Covered Call ETF
XYLD
$3.27B
| $172M | 0.01% |
4,428,331
-492,698
| -10% | -$18.9M |
|
953
MGM Resorts International
MGM
$11.7B
| $172M | 0.01% |
5,009,909
+534,035
| +12% | +$16.9M |
|
954
Evercore
EVR
$12.4B
| $172M | 0.01% |
637,571
-71,782
| -10% | -$15.8M |
|
955
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
| $172M | 0.01% |
2,366,770
-163,257
| -6% | -$11M |
|
956
Aecom
ACM
$9.74B
| $171M | 0.01% |
1,517,612
+33,198
| +2% | +$3.45M |
|
957
Pinnacle West Capital
PNW
$12.3B
| $171M | 0.01% |
1,909,922
+103,006
| +6% | +$9.42M |
|
958
Qiagen
QGEN
$8.73B
| $170M | 0.01% |
3,540,951
+926,671
| +35% | +$40.3M |
|
959
CAVA Group
CAVA
$7.39B
| $170M | 0.01% |
2,012,874
+651,552
| +48% | +$55.6M |
|
|
APLS
960
DELISTED
Apellis Pharmaceuticals
APLS
| $169M | 0.01% |
9,752,201
+126,078
| +1% | +$2.33M |
|
961
Chemed
CHE
$7.05B
| $168M | 0.01% |
346,015
+32,320
| +10% | +$18.4M |
|
962
Zimmer Biomet
ZBH
$18.5B
| $168M | 0.01% |
1,838,284
-247,360
| -12% | -$23.9M |
|
963
Alcoa
AA
$12.4B
| $167M | 0.01% |
5,675,778
+772,812
| +16% | +$20.9M |
|
964
XPO
XPO
$23.8B
| $167M | 0.01% |
1,323,921
-198,665
| -13% | -$22.3M |
|
|
JNPR
965
DELISTED
Juniper Networks
JNPR
| $167M | 0.01% |
4,183,164
+647,160
| +18% | +$23.2M |
|
966
Masco
MAS
$15.2B
| $167M | 0.01% |
2,594,235
+202,322
| +8% | +$12.7M |
|
967
United Microelectronic
UMC
$51.7B
| $167M | 0.01% |
21,814,127
+3,812,433
| +21% | +$28.3M |
|
968
Bunge Global
BG
$20.5B
| $167M | 0.01% |
2,075,912
+64,034
| +3% | +$5.04M |
|
969
Texas Roadhouse
TXRH
$13.7B
| $167M | 0.01% |
888,828
+51,974
| +6% | +$9.32M |
|
970
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.15B
| $166M | 0.01% |
3,312,726
+2,346,083
| +243% | +$117M |
|
971
Hormel Foods
HRL
$13.9B
| $166M | 0.01% |
5,493,619
+934,130
| +20% | +$28.2M |
|
972
Liberty Live Group Series C
LLYVK
$9.53B
| $166M | 0.01% |
2,044,185
+509,942
| +33% | +$37.6M |
|
973
Huazhu Hotels Group
HTHT
$13B
| $166M | 0.01% |
4,884,105
+275,911
| +6% | +$9.67M |
|
974
Nutrien
NTR
$32.1B
| $166M | 0.01% |
2,843,650
+33,680
| +1% | +$1.9M |
|
975
KE Holdings
BEKE
$18.9B
| $166M | 0.01% |
9,334,500
-1,672,242
| -15% | -$32.2M |
|
Similar funds
Morgan Stanley's Q2 2025 Portfolio in Review
As of Q2 2025, Morgan Stanley held 8,401 positions worth $1.54T, up 9.8% from $1.4T the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Morgan Stanley's Q2 2025 filing shows 313 new, 3,923 increased, 2,951 reduced and 306 closed positions. Its largest new stake was JBS N.V.: 7,554,358 shares worth $110M. The largest sale was UnitedHealth, an estimated $2.39B.
By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Financials and Consumer Discretionary.
- Morgan Stanley's largest Q2 2025 buy was JBS N.V.: 7,554,358 shares worth $110M.
- Morgan Stanley added most to Vanguard Short-Term Bond ETF in Q2 2025, an estimated $1.77B increase.
- Morgan Stanley's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $2.39B.
- Morgan Stanley fully exited Discover Financial Services in Q2 2025, selling an estimated $786M.
- Morgan Stanley's ten largest holdings make up 21% of its $1.54T portfolio in Q2 2025.
- Morgan Stanley opened 313 new positions and closed 306 in Q2 2025.
- Morgan Stanley's portfolio value rose 9.8% quarter-over-quarter to $1.54T.
Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.