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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2024-08-14 (Q2 2024) | Holdings: 47058 | Value: $1.3T | 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 | Add 1% ($340.7M) | 3.40% | $43.9B | -10.79% | -1.14% | +24.63% | |
| AAPL - APPLE INC | Add 15% ($5.2B) | 3.12% | $40.4B | +13.74% | +0.29% | +3.59% | |
| NVDA - NVIDIA CORPORATION | Add 896% ($29.4B) | 2.53% | $32.7B | +46.92% | +19.56% | +51.99% | |
| AMZN - AMAZON COM INC | Add 3% ($496.8M) | 1.43% | $18.5B | +19.11% | +15.87% | +32.12% | |
| SPY - SPDR S&P 500 ETF TR | Add 8% ($1.2B) | 1.30% | $16.8B | +20.84% | +6.92% | +18.55% | |
| GOOGL - ALPHABET INC | Add 3% ($430.9M) | 1.04% | $13.4B | +80.44% | +7.61% | +27.66% | |
| VOO - VANGUARD INDEX FDS | Add 2% ($188.4M) | 0.75% | $9.6B | +20.90% | +6.95% | +18.64% | |
| IWF - ISHARES TR | Add 8% ($681.7M) | 0.73% | $9.4B | +19.48% | +7.95% | +25.46% | |
| META - META PLATFORMS INC | Add 5% ($427.9M) | 0.72% | $9.3B | +8.21% | +4.29% | +48.16% | |
| IVV - ISHARES TR | Reduce 1% $(56.2M) | 0.69% | $8.9B | +20.94% | +6.95% | +18.64% | |
| GOOG - ALPHABET INC | Add 79% ($3.4B) | 0.60% | $7.8B | +78.09% | +7.34% | +26.93% | |
| JPM - JPMORGAN CHASE & CO. | Add 1% ($84.3M) | 0.59% | $7.7B | +42.53% | +15.87% | +39.44% | |
| AVGO - BROADCOM INC | Add 80% ($3.2B) | 0.55% | $7.1B | +95.31% | +2.59% | +92.20% | |
| BND - VANGUARD BD INDEX FDS | Reduce 2% $(111.4M) | 0.50% | $6.4B | +5.78% | -1.11% | +3.14% | |
| IEFA - ISHARES TR | Add 1% ($52.7M) | 0.48% | $6.2B | +28.88% | -2.92% | +20.29% | |
| LLY - ELI LILLY & CO | Add 4% ($239.1M) | 0.43% | $5.6B | -0.67% | -20.15% | -24.51% | |
| IWD - ISHARES TR | Add 19% ($891.1M) | 0.43% | $5.5B | +21.75% | +7.08% | +11.52% | |
| QQQ - INVESCO QQQ TR | Reduce 51% $(5.3B) | 0.39% | $5.0B | +24.28% | +6.08% | +23.86% | |
| VUG - VANGUARD INDEX FDS | Add 2% ($111.7M) | 0.38% | $4.9B | +19.46% | +8.05% | +25.96% | |
| V - VISA INC | Reduce 7% $(360.3M) | 0.38% | $4.9B | +16.27% | +18.03% | +31.98% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($58.7M) | 0.36% | $4.7B | +8.47% | +6.45% | +8.01% | |
| VTV - VANGUARD INDEX FDS | Reduce 1% $(34.5M) | 0.34% | $4.4B | +22.13% | +6.10% | +10.45% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(47.9M) | 0.33% | $4.3B | -51.44% | +2.53% | -46.56% | |
| HD - HOME DEPOT INC | Add 3% ($105.7M) | 0.33% | $4.2B | -5.31% | +13.30% | +12.84% | |
| RSP - INVESCO EXCHANGE TRADED FD T | Reduce 1% $(41.6M) | 0.29% | $3.8B | +16.36% | +7.00% | +11.28% | |
| XOM - EXXON MOBIL CORP | Add 9% ($295.0M) | 0.29% | $3.7B | +50.96% | +1.73% | -6.69% | |
| PANW - PALO ALTO NETWORKS INC | Add 3% ($109.1M) | 0.28% | $3.6B | -5.84% | +13.65% | +4.01% | |
| COST - COSTCO WHSL CORP NEW | 0.27% | $3.5B | +15.06% | +4.06% | +11.93% | ||
| IEMG - ISHARES INC | Add 8% ($274.3M) | 0.27% | $3.5B | +37.12% | +0.41% | +20.03% | |
| PG - PROCTER AND GAMBLE CO | Add 1% ($40.2M) | 0.27% | $3.5B | -11.37% | +0.64% | -6.61% | |
| ABBV - ABBVIE INC | Add 5% ($170.1M) | 0.26% | $3.4B | +17.60% | -14.49% | +10.07% | |
| CVX - CHEVRON CORP NEW | Add 2% ($62.4M) | 0.26% | $3.3B | +53.38% | +12.11% | +12.41% | |
| JNJ - JOHNSON & JOHNSON | 0.26% | $3.3B | +62.42% | -2.02% | +15.17% | ||
| VTI - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| UBER - UBER TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | -0.76% | +1.02% | ||