MORGAN STANLEY
Institutional investor · Portfolio as of Q4 2024
Top Holdings7,965 positions
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% | $438.78 | -5.24% | 3 qtrssince 2024-Q2 | Increased 59 |
NVIDIA Corp | 349.7M | $47B | 3.3% | $123.81 | +8.18% | 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 | 124.8M | $23.6B | 1.7% | $179.86 | +4.63% | 3 qtrssince 2024-Q2 | Increased 51 |
Facebook Inc | 36.1M | $21.2B | 1.5% | $503.47 | +15.63% | 3 qtrssince 2024-Q2 | Decreased 0 |
SPDR S&P 500 ETF Trust | 33.3M | $19.5B | 1.4% | $530.88 | +8.27% | 3 qtrssince 2024-Q2 | Decreased 0 |
Tesla Inc | 45M | $18.2B | 1.3% | $220.41 | +83.23% | 3 qtrssince 2024-Q2 | Increased 56 |
Broadcom Inc | 75.4M | $17.5B | 1.2% | $161.26 | +41.70% | 3 qtrssince 2024-Q2 | Increased 53 |
JPMorgan Chase & Co | 68.8M | $16.5B | 1.2% | $193.17 | +19.82% | 3 qtrssince 2024-Q2 | Decreased 0 |
iShares Core S&P 500 ETF | 27.9M | $16.4B | 1.2% | $540.11 | +6.73% | 3 qtrssince 2024-Q2 | Increased 56 |
Visa Inc | 50.6M | $16B | 1.1% | $258.49 | +20.68% | 3 qtrssince 2024-Q2 | Increased 51 |
Alphabet Inc | 75.1M | $14.3B | 1.0% | $181.77 | +4.16% | 3 qtrssince 2024-Q2 | Increased 51 |
Berkshire Hathaway Inc | 28.1M | $12.7B | 0.9% | $412.29 | +9.94% | 3 qtrssince 2024-Q2 | Increased 48 |
VANGUARD S&P500 INDEX ETF | 22.8M | $12.3B | 0.9% | $490.78 | +7.52% | 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% | $483.83 | +0.06% | 3 qtrssince 2024-Q2 | Increased 48 |
iShares Russell 1000 Growth ETF | 24.1M | $9.7B | 0.7% | $90.30 | +10.45% | 3 qtrssince 2024-Q2 | Decreased 0 |
Invesco QQQ Trust Series 1 | 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 Score: 2.5/5.0.
Active quarter - 464 new positions, 426 exits, 3590 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
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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
Verify source filings on SEC EDGAR