MORGAN STANLEY
Institutional investor · Portfolio as of Q2 2024
Top Holdings7,845 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 122.8M | $54.9B | 4.2% | $441.99 | 0.00% | 1 qtr | New 88 |
APPLE INC | 231M | $48.7B | 3.8% | $208.63 | 0.00% | 1 qtr | New 88 |
NVIDIA CORP | 337M | $41.6B | 3.2% | $123.49 | 0.00% | 1 qtr | New 88 |
AMAZON.COM INC | 165.5M | $32B | 2.5% | $193.25 | 0.00% | 1 qtr | New 83 |
ALPHABET INC-CL A | 116.2M | $21.2B | 1.6% | $180.99 | 0.00% | 1 qtr | New 73 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 35M | $19B | 1.5% | $534.46 | 0.00% | 1 qtr | New 73 |
META PLATFORMS INC-CLASS A | 35.2M | $17.8B | 1.4% | $501.75 | 0.00% | 1 qtr | New 73 |
JPMORGAN CHASE & CO | 68.2M | $13.8B | 1.1% | $194.90 | 0.00% | 1 qtr | New 73 |
ALPHABET INC-CL C | 73.4M | $13.5B | 1.0% | $182.26 | 0.00% | 1 qtr | New 73 |
VISA INC-CLASS A SHARES | 50.7M | $13.3B | 1.0% | $258.05 | 0.00% | 1 qtr | New 73 |
ELI LILLY & CO | 13.7M | $12.4B | 1.0% | $891.63 | 0.00% | 1 qtr | New 62 |
ISHARES CORE S&P 500 ETF | 21.8M | $11.9B | 0.9% | $536.31 | 0.00% | 1 qtr | New 62 |
BROADCOM INC | 7.2M | $11.5B | 0.9% | $157.59 | 0.00% | 1 qtr | New 62 |
UNITEDHEALTH GROUP INC | 20.1M | $10.2B | 0.8% | $493.37 | 0.00% | 1 qtr | New 62 |
BERKSHIRE HATHAWAY INC-CL B | 25M | $10.2B | 0.8% | $406.80 | 0.00% | 1 qtr | New 62 |
VANGUARD S&P 500 ETF | 19.9M | $10B | 0.8% | $490.95 | 0.00% | 1 qtr | New 62 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 26.1M | $9.5B | 0.7% | $90.38 | 0.00% | 1 qtr | New 62 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 17.5M | $8.4B | 0.7% | $475.26 | 0.00% | 1 qtr | New 62 |
COSTCO WHOLESALE CORP | 9.4M | $8B | 0.6% | $839.55 | 0.00% | 1 qtr | New 62 |
TESLA INC | 40.3M | $8B | 0.6% | $197.88 | 0.00% | 1 qtr | New 62 |
MORGAN STANLEY manages $1.3T across 7845 positions as of Q2 2024. Top holdings: MSFT (4.2%), AAPL (3.8%), NVDA (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 7833 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 88). Portfolio: $1.3T across 7845 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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