MORGAN STANLEY
Institutional investor · Portfolio as of Q1 2025
Top Holdings8,086 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 241.2M | $53.6B | 3.8% | $209.95 | +5.16% | 4 qtrssince 2024-Q2 | Increased 59 |
MICROSOFT CORP | 123.8M | $46.5B | 3.3% | $441.57 | -14.67% | 4 qtrssince 2024-Q2 | Decreased 0 |
NVIDIA CORP | 344.2M | $37.3B | 2.7% | $124.29 | -11.78% | 4 qtrssince 2024-Q2 | Decreased 0 |
AMAZON.COM INC | 166.5M | $31.7B | 2.3% | $194.53 | -0.93% | 4 qtrssince 2024-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 37.9M | $21.8B | 1.6% | $507.85 | +13.31% | 4 qtrssince 2024-Q2 | Increased 53 |
ALPHABET INC-CL A | 127.3M | $19.7B | 1.4% | $179.62 | -14.32% | 4 qtrssince 2024-Q2 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 34.3M | $19.2B | 1.4% | $535.42 | +2.88% | 4 qtrssince 2024-Q2 | Increased 52 |
VISA INC-CLASS A SHARES | 50.5M | $17.7B | 1.3% | $258.49 | +34.05% | 4 qtrssince 2024-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 69.4M | $17B | 1.2% | $195.35 | +21.82% | 4 qtrssince 2024-Q2 | Increased 50 |
ISHARES CORE S&P 500 ETF | 26.4M | $14.8B | 1.1% | $544.51 | +1.51% | 4 qtrssince 2024-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 27.8M | $14.8B | 1.1% | $412.07 | +27.72% | 4 qtrssince 2024-Q2 | Decreased 0 |
BROADCOM INC | 76.4M | $12.8B | 0.9% | $171.90 | -3.54% | 4 qtrssince 2024-Q2 | Increased 46 |
VANGUARD S&P 500 ETF | 23.9M | $12.3B | 0.9% | $495.44 | +2.20% | 4 qtrssince 2024-Q2 | Increased 47 |
ELI LILLY & CO | 14.9M | $12.3B | 0.9% | $888.16 | -7.98% | 4 qtrssince 2024-Q2 | Increased 47 |
ALPHABET INC-CL C | 75.7M | $11.8B | 0.8% | $181.90 | -14.44% | 4 qtrssince 2024-Q2 | Increased 45 |
TESLA INC | 45.4M | $11.8B | 0.8% | $222.27 | +18.57% | 4 qtrssince 2024-Q2 | Increased 45 |
UNITEDHEALTH GROUP INC | 21.4M | $11.2B | 0.8% | $493.52 | +2.49% | 4 qtrssince 2024-Q2 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 22M | $10.3B | 0.7% | $475.73 | -1.78% | 4 qtrssince 2024-Q2 | Increased 52 |
VANGUARD TOTAL BOND MARKET | 127.3M | $9.3B | 0.7% | $66.97 | +3.72% | 4 qtrssince 2024-Q2 | Increased 48 |
COSTCO WHOLESALE CORP | 9.5M | $9B | 0.6% | $840.48 | +11.58% | 4 qtrssince 2024-Q2 | Decreased 0 |
MORGAN STANLEY manages $1.4T across 8086 positions as of Q1 2025. Top holdings: AAPL (3.8%), MSFT (3.3%), NVDA (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 463 new positions, 347 exits, 3474 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $1.4T across 8086 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer