MORGAN STANLEY
Institutional investor · Portfolio as of Q3 2024
Top Holdings7,927 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 231.5M | $53.9B | 3.9% | $208.67 | +10.73% | 2 qtrssince 2024-Q2 | Increased 58 |
MICROSOFT CORP | 124M | $53.4B | 3.9% | $441.80 | -4.02% | 2 qtrssince 2024-Q2 | Increased 59 |
NVIDIA CORP | 329.7M | $40B | 2.9% | $123.49 | -1.72% | 2 qtrssince 2024-Q2 | Decreased 0 |
AMAZON.COM INC | 159.5M | $29.7B | 2.2% | $193.25 | -2.73% | 2 qtrssince 2024-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 36.9M | $21.1B | 1.5% | $504.54 | +12.01% | 2 qtrssince 2024-Q2 | Increased 53 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 35.6M | $20.4B | 1.5% | $534.98 | +5.23% | 2 qtrssince 2024-Q2 | Increased 51 |
ALPHABET INC-CL A | 123.1M | $20.4B | 1.5% | $179.99 | -9.37% | 2 qtrssince 2024-Q2 | Increased 53 |
JPMORGAN CHASE & CO | 69.2M | $14.6B | 1.1% | $195.03 | +4.58% | 2 qtrssince 2024-Q2 | Increased 51 |
ISHARES CORE S&P 500 ETF | 24.9M | $14.4B | 1.0% | $539.89 | +4.62% | 2 qtrssince 2024-Q2 | Increased 57 |
VISA INC-CLASS A SHARES | 50.2M | $13.8B | 1.0% | $258.05 | +4.96% | 2 qtrssince 2024-Q2 | Decreased 0 |
ELI LILLY & CO | 14.6M | $12.9B | 0.9% | $890.60 | -1.90% | 2 qtrssince 2024-Q2 | Increased 48 |
ALPHABET INC-CL C | 74.4M | $12.4B | 0.9% | $182.02 | -9.65% | 2 qtrssince 2024-Q2 | Increased 45 |
BROADCOM INC | 71.2M | $12.3B | 0.9% | $169.43 | +0.75% | 2 qtrssince 2024-Q2 | Increased 73 |
BERKSHIRE HATHAWAY INC-CL B | 26.6M | $12.2B | 0.9% | $409.79 | +11.63% | 2 qtrssince 2024-Q2 | Increased 48 |
UNITEDHEALTH GROUP INC | 20M | $11.7B | 0.8% | $493.37 | +14.66% | 2 qtrssince 2024-Q2 | Decreased 0 |
VANGUARD S&P 500 ETF | 22M | $11.6B | 0.8% | $493.49 | +4.83% | 2 qtrssince 2024-Q2 | Increased 50 |
TESLA INC | 40M | $10.5B | 0.8% | $197.88 | +31.63% | 2 qtrssince 2024-Q2 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 26M | $9.8B | 0.7% | $90.38 | +3.14% | 2 qtrssince 2024-Q2 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 17.9M | $8.7B | 0.6% | $475.44 | +1.70% | 2 qtrssince 2024-Q2 | Increased 46 |
HOME DEPOT INC | 21.6M | $8.7B | 0.6% | $335.61 | +15.54% | 2 qtrssince 2024-Q2 | Increased 48 |
MORGAN STANLEY manages $1.4T across 7927 positions as of Q3 2024. Top holdings: AAPL (3.9%), MSFT (3.9%), NVDA (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 396 new positions, 314 exits, 3924 increased. Top move: AVGO (INCREASED, conviction 73). Portfolio: $1.4T across 7927 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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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