MORGAN STANLEY
Institutional investor · Portfolio as of Q2 2024
Top Holdings7,845 positions
MICROSOFT CORP | 122.8M | $54.9B | 4.2% | $439.21 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 231M | $48.7B | 3.8% | $208.63 | 0.00% | 1 qtr | First report 0 |
NVIDIA CORP | 337M | $41.6B | 3.2% | $123.20 | 0.00% | 1 qtr | First report 0 |
AMAZON.COM INC | 165.5M | $32B | 2.5% | $193.25 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC-CL A | 116.2M | $21.2B | 1.6% | $180.64 | 0.00% | 1 qtr | First report 0 |
SPDR S&P 500 ETF TRUST | 35M | $19B | 1.5% | $530.32 | 0.00% | 1 qtr | First report 0 |
FACEBOOK INC-CLASS A | 35.2M | $17.8B | 1.4% | $500.46 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO | 68.2M | $13.8B | 1.1% | $193.03 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC-CL C | 73.4M | $13.5B | 1.0% | $181.91 | 0.00% | 1 qtr | First report 0 |
VISA INC-CLASS A SHARES | 50.7M | $13.3B | 1.0% | $258.05 | 0.00% | 1 qtr | First report 0 |
ELI LILLY & CO | 13.7M | $12.4B | 1.0% | $891.63 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 21.8M | $11.9B | 0.9% | $531.92 | 0.00% | 1 qtr | First report 0 |
BROADCOM INC | 7.2M | $11.5B | 0.9% | $157.30 | 0.00% | 1 qtr | First report 0 |
UNITEDHEALTH GROUP INC | 20.1M | $10.2B | 0.8% | $483.81 | 0.00% | 1 qtr | First report 0 |
BERKSHIRE HATHAWAY INC-CL B | 25M | $10.2B | 0.8% | $406.80 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 19.9M | $10B | 0.8% | $486.73 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 26.1M | $9.5B | 0.7% | $90.30 | 0.00% | 1 qtr | First report 0 |
INVESCO QQQ TRUST SERIES 1 | 17.5M | $8.4B | 0.7% | $475.26 | 0.00% | 1 qtr | First report 0 |
COSTCO WHOLESALE CORP | 9.4M | $8B | 0.6% | $839.55 | 0.00% | 1 qtr | First report 0 |
TESLA INC | 40.3M | $8B | 0.6% | $197.88 | 0.00% | 1 qtr | First report 0 |
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 Score: 2.5/5.0.
First quarter we have for this fund: 7845 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $1.3T across 7845 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR