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CIK: 0000895421
Total reported value
$1.9T
$1.9T
7817 檔
8.8%
During the Q1 2024 filing period, Morgan Stanley (CIK: 0000895421) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.9T across 7817 reported positions.
During Q1 2024, Morgan Stanley's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 7817 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.12% | -0.27% | -1.42% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.05% | -0.03% | +1.83% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.46% | +0.17% | +2.56% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | +0.08% | +1.64% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.38% | -0.31% | -1.88% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.18% | +1.01% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | -0.14% | -4.42% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | -0.01% | +2.28% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.05% | +2.91% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | +0.11% | -1.50% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | +0.07% | +15.01% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.07% | +4.02% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.17% | +3.23% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.06% | +0.53% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | +0.09% | +20.34% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.02% | +7.79% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.16% | -0.56% | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 0.66% | -0.05% | -14.07% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.65% | +0.02% | -0.80% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.06% | -0.75% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.05% | +2.91% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.02% | +3.09% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.02% | +21.79% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.55% | -0.03% | -6.37% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.08% | +5.72% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.06% | +2.14% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.20% | +2.56% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.06% | +7.58% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | -0.03% | +1.55% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.02% | +3.29% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.17% | -0.95% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.47% | -0.02% | -0.41% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.46% | -0.06% | -0.20% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.14% | +4.03% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.02% | +3.43% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.41% | +0.46% | +5.71% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.40% | -0.01% | -3.60% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.40% | -0.02% | -2.07% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.40% | -0.02% | -1.21% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.03% | +9.13% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.11% | +213.45% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | +0.01% | +2.27% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.37% | +0.02% | +2.87% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.06% | +3.64% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.35% | — | +21.37% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.34% | -0.02% | +9.74% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.19% | +4.65% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | +0.03% | -1.62% | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.33% | -0.02% | -16.07% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | -0.06% | +0.21% |
According to official SEC Form 13F filings, Morgan Stanley reported a total U.S. public equity portfolio value of $1.9T across 7817 disclosed positions in Q1 2024.
During Q1 2024, Morgan Stanley's top holdings by market value included MSFT (4.1%)、AAPL (3.0%)、NVDA (2.5%). The largest single position, MSFT, represented 4.1% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 8.8% of total reported equity market value during Q1 2024.
In Q1 2024, Morgan Stanley made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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