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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2024-11-14 (Q3 2024) | Holdings: 44791 | Value: $1.4T | 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 |
| AAPL - APPLE INC | Add 8% ($3.4B) | 3.48% | $48.0B | +12.71% | +8.10% | +18.67% | |
| MSFT - MICROSOFT CORP | Add 1% ($612.7M) | 3.11% | $42.9B | -10.80% | -2.23% | +21.79% | |
| NVDA - NVIDIA CORPORATION | Reduce 11% $(3.7B) | 2.06% | $28.5B | +20.43% | -3.77% | +28.84% | |
| SPY - SPDR S&P 500 ETF TR | Add 5% ($958.6M) | 1.35% | $18.7B | +12.26% | +4.04% | +14.25% | |
| AMZN - AMAZON COM INC | Add 1% ($261.7M) | 1.31% | $18.1B | +0.73% | +9.62% | +12.63% | |
| GOOGL - ALPHABET INC | 0.89% | $12.3B | +66.48% | +5.90% | +64.78% | ||
| VOO - VANGUARD INDEX FDS | Add 6% ($656.7M) | 0.79% | $10.8B | +12.29% | +4.05% | +14.33% | |
| META - META PLATFORMS INC | Add 1% ($60.1M) | 0.77% | $10.7B | +0.64% | +25.51% | +5.72% | |
| IWF - ISHARES TR | 0.70% | $9.7B | +9.35% | +6.25% | +19.41% | ||
| IVV - ISHARES TR | Add 1% ($60.1M) | 0.68% | $9.4B | +12.33% | +4.05% | +14.33% | |
| JPM - JPMORGAN CHASE & CO. | Reduce 2% $(149.9M) | 0.57% | $7.9B | +24.97% | +16.54% | +27.03% | |
| AVGO - BROADCOM INC | Add 919% ($7.0B) | 0.57% | $7.8B | +86.26% | +36.01% | +105.38% | |
| BND - VANGUARD BD INDEX FDS | Add 12% ($812.1M) | 0.55% | $7.5B | +7.17% | +0.85% | +6.61% | |
| IEFA - ISHARES TR | Add 3% ($182.5M) | 0.50% | $6.9B | +32.36% | +7.81% | +25.60% | |
| IWD - ISHARES TR | Reduce 2% $(139.0M) | 0.43% | $5.9B | +13.54% | +1.71% | +6.72% | |
| LLY - ELI LILLY & CO | Add 2% ($88.5M) | 0.40% | $5.5B | +19.74% | +10.77% | +32.78% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($71.1M) | 0.39% | $5.4B | +2.67% | +3.45% | +7.82% | |
| VUG - VANGUARD INDEX FDS | Add 1% ($73.1M) | 0.37% | $5.1B | +9.37% | +6.44% | +19.76% | |
| HD - HOME DEPOT INC | Add 2% ($94.0M) | 0.37% | $5.1B | -15.33% | +0.63% | -9.03% | |
| V - VISA INC | Reduce 1% $(27.1M) | 0.37% | $5.1B | -0.83% | +16.18% | +6.67% | |
| QQQ - INVESCO QQQ TR | Reduce 2% $(112.6M) | 0.36% | $5.0B | +15.67% | +7.42% | +20.67% | |
| VTV - VANGUARD INDEX FDS | Add 1% ($67.3M) | 0.35% | $4.9B | +14.96% | +1.71% | +7.28% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(65.0M) | 0.35% | $4.9B | -52.62% | -15.08% | -44.68% | |
| RSP - INVESCO EXCHANGE TRADED FD T | Add 10% ($390.5M) | 0.32% | $4.5B | +8.17% | +0.67% | +3.35% | |
| ABBV - ABBVIE INC | Add 11% ($441.7M) | 0.31% | $4.3B | +33.77% | +16.78% | +42.77% | |
| XOM - EXXON MOBIL CORP | Add 4% ($170.3M) | 0.29% | $4.0B | +47.06% | -7.70% | +1.33% | |
| GOOG - ALPHABET INC | Reduce 45% $(3.2B) | 0.28% | $3.9B | +64.26% | +5.90% | +63.32% | |
| JNJ - JOHNSON & JOHNSON | Add 4% ($138.9M) | 0.28% | $3.8B | +69.18% | +4.36% | +36.54% | |
| IEMG - ISHARES INC | 0.27% | $3.8B | +36.10% | +4.78% | +28.64% | ||
| PG - PROCTER AND GAMBLE CO | Add 3% ($96.5M) | 0.27% | $3.8B | -11.09% | -0.89% | -10.88% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($37.0M) | 0.27% | $3.7B | +9.29% | +15.20% | -0.04% | |
| PANW - PALO ALTO NETWORKS INC | Reduce 2% $(77.7M) | 0.26% | $3.6B | -17.67% | +6.97% | +4.20% | |
| BX - BLACKSTONE INC | New Purchase | 0.25% | $3.5B | -33.43% | -6.65% | -20.79% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 0.25% | $3.4B | +11.72% | +3.81% | +13.00% | |
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | +1.28% | |||