MORGAN STANLEY
RIA/Wealth
MORGAN STANLEY is a RIA/Wealth based in Purchase, NY led by Jed Finn, reporting $1.65T in AUM as of Q2 2025 with MSFT as the largest holding (4% allocation).
CEOJed Finn
- Portfolio Value
- $1.53T
- Positions
- 7,745
- Top Holding
- MSFT at 3.87%
- Last Reported
- Q2 2025
Top Holdings
Largest long holdings in MORGAN STANLEY's portfolio (21.2% of total portfolio)
| Holding | Sector | Market Value | Weight | Ownership |
|---|---|---|---|---|
1  Microsoft MSFT | Software - Infrastructure Technology | $59.2B | 3.87% | 1.60% 119.1M shares |
2  Nvidia NVDA | Semiconductors Technology | $51.5B | 3.36% | 1.34% 325.7M shares |
3  Apple AAPL | Consumer Electronics Technology | $47.8B | 3.12% | 1.56% 233.2M shares |
4  Amazon AMZN | Specialty Retail Consumer Cyclical | $35.2B | 2.30% | 1.51% 160.5M shares |
5  Meta Platforms, Inc. META | Internet Content & Information Communication Services | $27.5B | 1.79% | 1.48% 37.2M shares |
6  Alphabet Inc. GOOGL | Internet Content & Information Communication Services | $23.7B | 1.55% | 1.11% 134.5M shares |
7  SPDR S&P 500 ETF Trust SPY | ETF ETF | $22.8B | 1.49% | — 37.0M shares |
8  Broadcom Inc. AVGO | Semiconductors Technology | $20.3B | 1.33% | 1.57% 73.7M shares |
9  JPMorgan Chase JPM | Banks - Diversified Financial Services | $19.4B | 1.27% | 2.41% 67.0M shares |
10  Visa V | Financial - Credit Services Financial Services | $17.8B | 1.16% | 2.56% 50.1M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MORGAN STANLEY's latest filing
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
1  CSW Industrials, Inc. CSW | New |
2  JBS N.V. JBS | New |
3  Circle Internet Group, Inc. CRCL | New |
4  Amrize Ltd AMRZ | New |
5  Ralliant Corporation RAL | New |
Decreased Positions
| Position | Shares Δ |
|---|---|
1  Discover Financial Services DFS | Sold |
2  United States Steel X | Sold |
3  Intra-Cellular Therapies ITCI | Sold |
4  CSW Industrials CSWI | Sold |
5  Veren VRN | Sold |
Analytics
Portfolio insights and performance metrics for MORGAN STANLEY