MORGAN STANLEY
Institutional investor · Portfolio as of Q4 2024
Top Holdings7,965 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 238.3M | $59.7B | 4.2% | $209.81 | +18.49% | 3 qtrssince 2024-Q2 | Increased 60 |
MICROSOFT CORP | 125.5M | $52.9B | 3.7% | $441.57 | -4.50% | 3 qtrssince 2024-Q2 | Increased 59 |
NVIDIA CORP | 349.7M | $47B | 3.3% | $124.29 | +10.59% | 3 qtrssince 2024-Q2 | Increased 62 |
AMAZON.COM INC | 167.1M | $36.7B | 2.6% | $194.53 | +13.76% | 3 qtrssince 2024-Q2 | Increased 57 |
ALPHABET INC-CL A | 124.8M | $23.6B | 1.7% | $180.13 | +5.75% | 3 qtrssince 2024-Q2 | Increased 51 |
META PLATFORMS INC-CLASS A | 36.1M | $21.2B | 1.5% | $504.54 | +16.82% | 3 qtrssince 2024-Q2 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 33.3M | $19.5B | 1.4% | $534.98 | +8.67% | 3 qtrssince 2024-Q2 | Decreased 0 |
TESLA INC | 45M | $18.2B | 1.3% | $221.89 | +88.12% | 3 qtrssince 2024-Q2 | Increased 56 |
BROADCOM INC | 75.4M | $17.5B | 1.2% | $171.99 | +33.10% | 3 qtrssince 2024-Q2 | Increased 53 |
JPMORGAN CHASE & CO | 68.8M | $16.5B | 1.2% | $195.03 | +19.63% | 3 qtrssince 2024-Q2 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 27.9M | $16.4B | 1.2% | $544.51 | +7.16% | 3 qtrssince 2024-Q2 | Increased 56 |
VISA INC-CLASS A SHARES | 50.6M | $16B | 1.1% | $258.49 | +20.68% | 3 qtrssince 2024-Q2 | Increased 51 |
ALPHABET INC-CL C | 75.1M | $14.3B | 1.0% | $182.12 | +5.39% | 3 qtrssince 2024-Q2 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 28.1M | $12.7B | 0.9% | $412.07 | +9.73% | 3 qtrssince 2024-Q2 | Increased 48 |
VANGUARD S&P 500 ETF | 22.8M | $12.3B | 0.9% | $494.90 | +7.99% | 3 qtrssince 2024-Q2 | Increased 47 |
ELI LILLY & CO | 14.4M | $11.1B | 0.8% | $890.60 | -14.37% | 3 qtrssince 2024-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 21.4M | $10.8B | 0.8% | $493.52 | +0.42% | 3 qtrssince 2024-Q2 | Increased 48 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 24.1M | $9.7B | 0.7% | $90.38 | +10.45% | 3 qtrssince 2024-Q2 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 18.8M | $9.6B | 0.7% | $477.17 | +7.51% | 3 qtrssince 2024-Q2 | Increased 47 |
COSTCO WHOLESALE CORP | 9.6M | $8.8B | 0.6% | $840.48 | +7.98% | 3 qtrssince 2024-Q2 | Increased 45 |
MORGAN STANLEY manages $1.4T across 7965 positions as of Q4 2024. Top holdings: AAPL (4.2%), MSFT (3.7%), NVDA (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 423 new positions, 384 exits, 3593 increased. Top move: NVDA (INCREASED, conviction 62). Portfolio: $1.4T across 7965 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