Latest MORGAN STANLEY Stock Portfolio
MORGAN STANLEY Performance:
2025 Q3: 6.52%YTD: 11.39%2024: 13.68%
Performance for 2025 Q3 is 6.52%, and YTD is 11.39%, and 2024 is 13.68%.
About MORGAN STANLEY and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MORGAN STANLEY reported an equity portfolio of $1651.7 Billions as of 30 Sep, 2025.
The top stock holdings of MORGAN STANLEY are MSFT, NVDA, AAPL. The fund has invested 3.8% of it's portfolio in MICROSOFT CORP and 3.6% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off PARAMOUNT GLOBAL (PARA), HESS CORP (HES) and ANSYS INC (ANSS) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), PIMCO ETF TR (BOND) and DIREXION SHS ETF TR (BRZU). MORGAN STANLEY opened new stock positions in PARAMOUNT SKYDANCE CORP, ADVISORS SER TR (EATV) and LUCID GROUP INC (LCID). The fund showed a lot of confidence in some stocks as they added substantially to NEUBERGER BERMAN ETF TRUST, PROSHARES TR (ANEW) and DBX ETF TR (ACSG).
The top stock holdings of MORGAN STANLEY are MSFT, NVDA, AAPL. The fund has invested 3.8% of it's portfolio in MICROSOFT CORP and 3.6% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off PARAMOUNT GLOBAL (PARA), HESS CORP (HES) and ANSYS INC (ANSS) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), PIMCO ETF TR (BOND) and DIREXION SHS ETF TR (BRZU). MORGAN STANLEY opened new stock positions in PARAMOUNT SKYDANCE CORP, ADVISORS SER TR (EATV) and LUCID GROUP INC (LCID). The fund showed a lot of confidence in some stocks as they added substantially to NEUBERGER BERMAN ETF TRUST, PROSHARES TR (ANEW) and DBX ETF TR (ACSG).
MORGAN STANLEY Annual Return Estimates Vs S&P 500
Our best estimate is that MORGAN STANLEY made a return of 6.52% in the last quarter. In trailing 12 months, it's portfolio return was 11.8%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| invesco exch traded fd tr ii | 717 |
| coreweave inc | 483 |
| ppl corp | 147 |
| synopsys inc | 139 |
| msci inc | 119 |
| hdfc bank ltd | 83.86 |
| banco santander s.a. | 80.25 |
| vanguard scottsdale fds | 60.76 |
Additions to existing portfolio by MORGAN STANLEY
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -37.8 |
| aon plc | -35.18 |
| select sector spdr tr | -32.07 |
| monster beverage corp new | -30.25 |
| spdr series trust | -24.53 |
| select sector spdr tr | -23.89 |
| alibaba group hldg ltd | -22.9 |
| vertiv holdings co | -22.16 |
MORGAN STANLEY reduced stake in above stock
Sold off
Sector Distribution
MORGAN STANLEY has about 31.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 31.4 |
| Technology | 22 |
| Financial Services | 8.7 |
| Consumer Cyclical | 7.5 |
| Communication Services | 6.8 |
| Healthcare | 6.7 |
| Industrials | 6.3 |
| Consumer Defensive | 3.5 |
| Energy | 2.3 |
| Utilities | 2 |
| Real Estate | 1.4 |
| Basic Materials | 1.3 |
Market Cap. Distribution
MORGAN STANLEY has about 63.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 31.9 |
| UNALLOCATED | 31.4 |
| LARGE-CAP | 31.2 |
| MID-CAP | 4.1 |
| SMALL-CAP | 1.2 |
Stocks belong to which Index?
About 61% of the stocks held by MORGAN STANLEY either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 57.7 |
| Others | 39 |
| RUSSELL 2000 | 3.3 |
MORGAN STANLEY Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of MORGAN STANLEY
MORGAN STANLEY has 7916 stocks in it's portfolio. About 21.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for MORGAN STANLEY last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.03 | 4,349,680 | 558,282,000 | added | 4.99 | ||
| AAPL | apple inc | 3.53 | 229,103,000 | 58,336,600,000 | reduced | -1.76 | ||
| AAXJ | ishares tr | 0.08 | 16,804,000 | 1,364,310,000 | reduced | -10.2 | ||
| AAXJ | ishares tr | 0.06 | 6,999,200 | 967,570,000 | reduced | -6.92 | ||
| AAXJ | ishares tr | 0.06 | 9,468,730 | 900,950,000 | added | 3.03 | ||
| AAXJ | ishares tr | 0.05 | 8,090,830 | 861,593,000 | reduced | -4.75 | ||
| AAXJ | ishares tr | 0.05 | 11,754,700 | 797,322,000 | reduced | -1.99 | ||
| AAXJ | ishares tr | 0.04 | 6,492,310 | 693,249,000 | added | 1.91 | ||
| AAXJ | ishares tr | 0.04 | 5,974,100 | 660,078,000 | added | 2.07 | ||
| AAXJ | ishares tr | 0.04 | 2,822,110 | 590,556,000 | added | 53.54 | ||
| ABBV | abbvie inc | 0.58 | 41,654,800 | 9,644,750,000 | reduced | -0.11 | ||
| ABC | cencora inc | 0.06 | 3,340,710 | 1,044,070,000 | added | 8.24 | ||
| ABNB | airbnb inc | 0.09 | 12,514,100 | 1,519,460,000 | reduced | -2.55 | ||
| ABT | abbott labs | 0.31 | 38,634,800 | 5,174,750,000 | added | 9.74 | ||
| ACES | alps etf tr | 0.04 | 15,044,400 | 706,036,000 | added | 1.03 | ||
| ACN | accenture plc ireland | 0.18 | 12,032,500 | 2,967,220,000 | reduced | -13.89 | ||
| ACWF | ishares tr | 0.08 | 19,034,300 | 1,295,860,000 | added | 1.34 | ||
| ACWF | ishares tr | 0.06 | 22,768,500 | 1,063,520,000 | reduced | -2.76 | ||
| ADBE | adobe inc | 0.15 | 6,912,990 | 2,438,560,000 | reduced | -6.63 | ||
| ADI | analog devices inc | 0.15 | 10,256,100 | 2,519,920,000 | added | 6.59 | ||