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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2024-05-15 (Q1 2024) | Holdings: 46942 | Value: $1.2T | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| MSFT - MICROSOFT CORP | 3.29% | $41.0B | -11.05% | -0.61% | +8.52% | ||
| AAPL - APPLE INC | Reduce 14% $(4.5B) | 2.30% | $28.6B | +34.27% | +18.82% | +11.43% | |
| NVDA - NVIDIA CORPORATION | Add 42% ($7.1B) | 1.93% | $24.0B | +83.86% | +31.27% | +42.71% | |
| AMZN - AMAZON COM INC | Add 3% ($557.4M) | 1.35% | $16.8B | +12.21% | -4.60% | +10.77% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 5% $(794.3M) | 1.21% | $15.0B | +25.72% | +4.95% | +13.57% | |
| GOOGL - ALPHABET INC | Add 3% ($290.0M) | 0.86% | $10.7B | +67.31% | -5.85% | -3.64% | |
| QQQ - INVESCO QQQ TR | Add 20% ($1.6B) | 0.76% | $9.5B | +28.89% | +5.10% | +15.90% | |
| VOO - VANGUARD INDEX FDS | Add 7% ($620.4M) | 0.73% | $9.1B | +25.82% | +4.97% | +13.66% | |
| META - META PLATFORMS INC | Add 6% ($501.1M) | 0.69% | $8.6B | +21.26% | +11.15% | +35.30% | |
| IVV - ISHARES TR | Reduce 1% $(103.0M) | 0.69% | $8.6B | +25.87% | +4.99% | +13.64% | |
| IWF - ISHARES TR | 0.65% | $8.1B | +24.94% | +5.79% | +17.16% | ||
| JPM - JPMORGAN CHASE & CO | Add 2% ($136.4M) | 0.60% | $7.5B | +50.96% | +6.40% | +35.38% | |
| BND - VANGUARD BD INDEX FDS | Add 8% ($476.7M) | 0.53% | $6.6B | +9.47% | +3.89% | +4.30% | |
| IEFA - ISHARES TR | Add 2% ($95.4M) | 0.50% | $6.3B | +27.96% | +0.21% | +10.45% | |
| V - VISA INC | Add 3% ($169.6M) | 0.45% | $5.6B | +8.68% | -4.91% | +30.54% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.38% | $4.8B | +15.80% | +7.42% | +24.29% | ||
| IWD - ISHARES TR | Reduce 1% $(43.8M) | 0.38% | $4.8B | +23.79% | +2.28% | +8.79% | |
| HD - HOME DEPOT INC | Add 4% ($164.5M) | 0.37% | $4.6B | -0.69% | +4.76% | +12.14% | |
| LLY - ELI LILLY & CO | Add 6% ($245.4M) | 0.37% | $4.6B | +18.64% | +17.68% | -2.82% | |
| VTV - VANGUARD INDEX FDS | Add 2% ($103.1M) | 0.36% | $4.5B | +25.55% | +3.29% | +8.44% | |
| VUG - VANGUARD INDEX FDS | Add 3% ($128.4M) | 0.35% | $4.4B | +25.49% | +6.34% | +18.81% | |
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($65.7M) | 0.34% | $4.2B | -45.64% | +11.56% | -42.97% | |
| RSP - INVESCO EXCHANGE TRADED FD T | Add 8% ($303.0M) | 0.31% | $3.9B | +17.94% | +1.96% | +8.78% | |
| GOOG - ALPHABET INC | Add 1% ($26.0M) | 0.29% | $3.6B | +65.64% | -5.54% | -3.65% | |
| JNJ - JOHNSON & JOHNSON | Add 3% ($94.1M) | 0.29% | $3.6B | +69.48% | +5.02% | +2.08% | |
| XOM - EXXON MOBIL CORP | Add 5% ($174.3M) | 0.28% | $3.5B | +51.81% | +0.49% | -5.55% | |
| PG - PROCTER AND GAMBLE CO | Add 3% ($86.2M) | 0.27% | $3.4B | -9.49% | +1.18% | +0.20% | |
| ABBV - ABBVIE INC | 0.27% | $3.4B | +41.22% | +19.72% | +16.67% | ||
| CVX - CHEVRON CORP NEW | Add 7% ($206.0M) | 0.26% | $3.3B | +38.25% | -8.83% | -9.14% | |
| AVGO - BROADCOM INC | Reduce 17% $(651.0M) | 0.26% | $3.3B | +121.48% | +16.58% | +62.28% | |
| IEMG - ISHARES INC | Reduce 3% $(99.5M) | 0.25% | $3.1B | +35.88% | +0.71% | +8.41% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($16.9M) | 0.25% | $3.1B | +27.02% | +10.11% | +30.22% | |
| UBER - UBER TECHNOLOGIES INC | Reduce 17% $(637.2M) | 0.24% | $3.0B | +7.41% | +7.57% | +37.06% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 0.24% | $3.0B | +25.23% | +4.36% | +12.88% | |
| PANW - PALO ALTO NETWORKS INC | Add 8% ($226.9M) | 0.23% | $2.9B | +1.95% | +6.23% | +22.71% | |
| JPST - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||