Morgan Stanley 13F Holdings

Holdings from the most recent 13F from Morgan Stanley

Filed: 2025-02-14 (Q4 2024) | Holdings: 44604 | 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.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
AAPL - APPLE INC
Add 1% ($622.1M)
3.66%
$52.3B
+4.40%
-13.28%
+8.55%
MSFT - MICROSOFT CORP
Reduce 5% $(1.9B)
2.81%
$40.1B
-8.39%
+11.49%
-2.01%
NVDA - NVIDIA CORPORATION
Add 17% ($5.4B)
2.59%
$36.9B
+23.49%
-4.55%
+30.97%
AMZN - AMAZON COM INC
Add 20% ($4.3B)
1.79%
$25.5B
-8.98%
-10.34%
-12.09%
SPY - SPDR S&P 500 ETF TR
Reduce 6% $(1.2B)
1.26%
$17.9B
+8.00%
-3.05%
+13.09%
GOOGL - ALPHABET INC
Add 6% ($781.8M)
1.03%
$14.8B
+55.65%
-11.56%
+63.36%
VOO - VANGUARD INDEX FDS
Add 4% ($453.8M)
0.81%
$11.5B
+8.01%
-3.05%
+13.16%
AVGO - BROADCOM INC
Add 6% ($668.1M)
0.78%
$11.2B
+36.01%
+1.41%
+45.83%
META - META PLATFORMS INC
Add 2% ($226.8M)
0.78%
$11.1B
-21.95%
-12.44%
-12.87%
IVV - ISHARES TR
Add 3% ($255.7M)
0.69%
$9.8B
+8.06%
-3.07%
+13.16%
IWF - ISHARES TR
Reduce 8% $(821.6M)
0.67%
$9.5B
+2.62%
-4.28%
+8.05%
JPM - JPMORGAN CHASE & CO.
0.62%
$8.9B
+8.47%
-2.75%
+13.25%
TSLA - TESLA INC
New Purchase
0.60%
$8.5B
+4.72%
-3.43%
+15.67%
BND - VANGUARD BD INDEX FDS
Add 18% ($1.3B)
0.60%
$8.5B
+6.15%
+1.07%
+7.60%
IWD - ISHARES TR
Add 21% ($1.2B)
0.48%
$6.9B
+12.28%
-2.27%
+16.84%
V - VISA INC
Add 2% ($97.5M)
0.41%
$5.9B
-13.91%
+2.60%
-8.99%
IEFA - ISHARES TR
Reduce 7% $(425.4M)
0.40%
$5.7B
+22.77%
+5.74%
+31.93%
VUG - VANGUARD INDEX FDS
Add 1% ($29.3M)
0.38%
$5.5B
+2.37%
-3.61%
+7.58%
BRK.B - BERKSHIRE HATHAWAY INC DEL
Add 2% ($81.7M)
0.37%
$5.4B
-0.25%
+5.61%
+4.79%
QQQ - INVESCO QQQ TR
Add 1% ($38.8M)
0.37%
$5.3B
+7.62%
-3.65%
+11.97%
VTV - VANGUARD INDEX FDS
Add 6% ($303.4M)
0.35%
$5.0B
+13.64%
-2.79%
+18.57%
LLY - ELI LILLY & CO
Add 4% ($193.4M)
0.35%
$5.0B
+8.19%
-14.38%
+21.87%
HD - HOME DEPOT INC
Add 2% ($95.2M)
0.35%
$5.0B
-16.89%
-6.68%
-3.85%
RSP - INVESCO EXCHANGE TRADED FD T
Add 5% ($220.8M)
0.32%
$4.6B
+8.00%
-1.36%
+13.48%
GOOG - ALPHABET INC
0.31%
$4.4B
+53.75%
-11.66%
+62.18%
UNH - UNITEDHEALTH GROUP INC
Reduce 3% $(116.4M)
0.29%
$4.1B
-45.31%
-46.08%
-42.03%
ABBV - ABBVIE INC
Add 4% ($158.1M)
0.28%
$4.0B
+17.08%
-4.50%
+25.35%
BX - BLACKSTONE INC
Reduce 1% $(55.4M)
0.27%
$3.9B
-27.88%
-10.36%
-17.59%
COST - COSTCO WHSL CORP NEW
0.27%
$3.9B
-6.30%
-5.37%
-4.83%
PG - PROCTER AND GAMBLE CO
Add 5% ($169.3M)
0.27%
$3.8B
-9.15%
+0.04%
+0.35%
IEMG - ISHARES INC
Add 10% ($358.8M)
0.27%
$3.8B
+30.08%
+3.77%
+39.29%
PANW - PALO ALTO NETWORKS INC
Add 100% ($1.9B)
0.26%
$3.8B
-18.91%
-2.43%
-17.30%
JNJ - JOHNSON & JOHNSON
Reduce 100%
0.00%
$0.00
XOM - EXXON MOBIL CORP
Reduce 100%
0.00%
$0.00
VTI - VANGUARD INDEX FDS
Reduce 100%
0.00%
$0.00