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Latest MORGAN STANLEY Stock Portfolio

$1,246Billion– No. of Holdings #7571

Performance:
2024 Q1: 6.87%YTD: 6.87%2023: 17.33%

Performance for 2024 Q1 is 6.87%, and YTD is 6.87%, and 2023 is 17.33%.

About MORGAN STANLEY and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, MORGAN STANLEY reported an equity portfolio of $1246.2 Billions as of 31 Mar, 2024.

The top stock holdings of MORGAN STANLEY are MSFT, AAPL, NVDA. The fund has invested 4.1% of it's portfolio in MICROSOFT CORP and 3% of portfolio in APPLE INC.

The fund managers got completely rid off MIRATI THERAPEUTICS INC (MRTX), SPLUNK INC (SPLK) and COOPER COS INC (COO) stocks. They significantly reduced their stock positions in ALMACENES EXITO S A, EA SERIES TRUST (BOB) and PROSHARES TR (BIB). MORGAN STANLEY opened new stock positions in GRAYSCALE BITCOIN TR BTC, COOPER COS INC (COO) and QIAGEN NV (QGEN). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE-TRADED FD (ECLN), ADTHEORENT HOLDING COMPANY (ADTH) and INVESCO EXCH TRADED FD TR II (BAB).
Equity Portfolio Value
Last Reported on: 15 May, 2024

Performance Estimate

Our best estimate is that MORGAN STANLEY made a return of 6.87% in the last quarter. In trailing 12 months, it's portfolio return was 19.19%.

New Buys

No new stocks were added by MORGAN STANLEY

Additions

Ticker% Inc.
ishares tr465
ishares tr397
altria group inc156
bp plc88.1
old dominion freight line in80.93
ssga active etf tr79.49
marvell technology inc76.56
msci inc70.25

Additions to existing portfolio by MORGAN STANLEY

Reductions

Ticker% Reduced
philip morris intl inc-34.4
bill holdings inc-33.78
pioneer nat res co-32.12
taiwan semiconductor mfg ltd-28.4
ishares tr-28.36
spdr dow jones indl average-27.85
super micro computer inc-25.58
air prods & chems inc-24.4

MORGAN STANLEY reduced stake in above stock

Sold off

None of the stocks were completely sold off by MORGAN STANLEY

Sector Distribution

MORGAN STANLEY has about 28.7% of it's holdings in Others sector.

Sector%
Others28.7
Technology20.4
Healthcare9.2
Financial Services8.9
Consumer Cyclical8.1
Industrials6.8
Communication Services5.8
Consumer Defensive4.2
Energy2.8
Utilities1.8
Real Estate1.6
Basic Materials1.6

Market Cap. Distribution

MORGAN STANLEY has about 64.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP34.6
MEGA-CAP30.1
UNALLOCATED28.7
MID-CAP5.2
SMALL-CAP1.4

Stocks belong to which Index?

About 0% of the stocks held by MORGAN STANLEY either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others100
Top 5 Winners (%)%
ENCP
graphjet technology
AGLE
spyre therapeutics inc
225400.7 %
TGL
treasure global inc
3554.6 %
OTLK
outlook therapeutics inc
2676.8 %
GOEV
canoo inc
2000.0 %
Top 5 Winners ($)$
NVDA
nvidia corporation
13637.4 M
MSFT
microsoft corp
5519.6 M
META
meta platforms inc
4754.5 M
AMZN
amazon com inc
4527.1 M
LLY
eli lilly & co
2479.3 M
Top 5 Losers (%)%
PEGY
pineapple energy inc
-88.5 %
SINT
sintx technologies inc
-87.1 %
AMLX
amplify etf tr
-82.3 %
AMLX
amplify etf tr
-82.0 %
AMLX
amplify etf tr
-82.0 %
Top 5 Losers ($)$
AAPL
apple inc
-4631.4 M
TSLA
tesla inc
-2514.8 M
AGG
ishares tr
-1494.3 M
ADBE
adobe inc
-920.6 M
BA
boeing co
-607.7 M

Current Stock Holdings of MORGAN STANLEY

MORGAN STANLEY has 7571 stocks in it's portfolio. About 19.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for MORGAN STANLEY last quarter.

Last Reported on: 15 May, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions