Morgan Stanley Portfolio Holdings

Morgan Stanley

  • $1.12 Trillion
  • Q4 2023

Morgan Stanley has filed its 13F form on February 13, 2024 for Q4 2023 where it was disclosed a total value porftolio of $1.12 Trillion distributed in 44939 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $46.6B, Apple Inc. with a value of $42B, Amazon Com Inc with a value of $24.1B, Nvidia Corp with a value of $16.4B, and Spdr S&P 500 ETF Trust with a value of $16B.

Examining the 13F form we can see an increase of $148B in the current position value, from $974B to 1.12T.

Morgan Stanley is based out at New York, NY

Below you can find more details about Morgan Stanley portfolio as well as his latest detailed transactions.

Portfolio value $1.12 Trillion
ETFs: $259 Billion
Technology: $240 Billion
Financial Services: $121 Billion
Healthcare: $112 Billion
Consumer Cyclical: $100 Billion
Industrials: $80.2 Billion
Communication Services: $69.7 Billion
Consumer Defensive: $50.2 Billion
Other: $90.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.03T
$46.6 Billion 4.15% of portfolio
123,945,835
Q4 2023 Added 0.66%
$2.95T
$42 Billion 3.74% of portfolio
217,961,227
Q4 2023 Added 5.43%
$1.9T
$24.1 Billion 2.15% of portfolio
158,635,676
Q4 2023 Added 6.08%
$2.21T
$16.4 Billion 1.46% of portfolio
33,029,323
Q4 2023 Added 0.99%
$0
$16 Billion 1.42% of portfolio
33,614,375
Q4 2023 Added 38.99%
$999B
$15.7 Billion 1.4% of portfolio
112,257,142
Q4 2023 Added 0.9%
$439B
$13.4 Billion 1.2% of portfolio
51,581,286
Q4 2023 Added 3.56%
$1.02T
$12.8 Billion 1.14% of portfolio
36,251,699
Q4 2023 Reduced 0.07%
$559B
$11 Billion 0.98% of portfolio
64,841,197
Q4 2023 Added 3.02%
$1.03T
$10.4 Billion 0.93% of portfolio
73,914,810
Q4 2023 Added 6.59%
$0
$9.13 Billion 0.81% of portfolio
19,111,925
Q4 2023 Added 8.64%
$461B
$8.83 Billion 0.79% of portfolio
16,777,571
Q4 2023 Added 6.75%
$0
$8.61 Billion 0.77% of portfolio
21,029,015
Q4 2023 Added 14.83%
$522B
$8.34 Billion 0.74% of portfolio
23,376,237
Q4 2023 Added 3.09%
$572B
$8.2 Billion 0.73% of portfolio
32,995,225
Q4 2023 Added 9.4%
$0
$7.91 Billion 0.7% of portfolio
18,104,178
Q4 2023 Added 5.76%
$0
$7.4 Billion 0.66% of portfolio
24,395,088
Q4 2023 Added 2.29%
$698B
$7.38 Billion 0.66% of portfolio
12,660,717
Q4 2023 Added 0.92%
$518B
$7.13 Billion 0.64% of portfolio
6,388,257
Q4 2023 Added 7.9%
$390B
$7.14 Billion 0.64% of portfolio
48,746,742
Q4 2023 Added 8.89%
$351B
$6.67 Billion 0.59% of portfolio
19,248,185
Q4 2023 Added 4.72%
$423B
$6.61 Billion 0.59% of portfolio
15,493,922
Q4 2023 Reduced 1.92%
$224B
$6.66 Billion 0.59% of portfolio
12,552,744
Q4 2023 Added 1.08%
$390B
$6.53 Billion 0.58% of portfolio
41,659,479
Q4 2023 Added 1.0%
$0
$6.24 Billion 0.56% of portfolio
84,846,542
Q4 2023 Added 2.75%
$0
$6.17 Billion 0.55% of portfolio
87,710,837
Q4 2023 Reduced 0.74%
$226B
$6.05 Billion 0.54% of portfolio
10,143,892
Q4 2023 Reduced 2.19%
$191B
$5.78 Billion 0.52% of portfolio
16,478,300
Q4 2023 Reduced 3.25%
$329B
$5.81 Billion 0.52% of portfolio
8,803,280
Q4 2023 Added 0.78%
$483B
$5.6 Billion 0.5% of portfolio
56,005,303
Q4 2023 Added 4.04%
$290B
$5.28 Billion 0.47% of portfolio
34,052,535
Q4 2023 Added 5.83%
$274B
$5.31 Billion 0.47% of portfolio
20,182,913
Q4 2023 Added 14.01%
$314B
$5.13 Billion 0.46% of portfolio
34,416,145
Q4 2023 Added 0.73%
$145B
$4.82 Billion 0.43% of portfolio
6,828,933
Q4 2023 Reduced 3.17%
$0
$4.66 Billion 0.42% of portfolio
28,213,751
Q4 2023 Added 0.36%
$181B
$4.55 Billion 0.41% of portfolio
19,654,901
Q4 2023 Added 2.81%
$0
$4.61 Billion 0.41% of portfolio
22,963,954
Q4 2023 Added 16.96%
$149B
$4.48 Billion 0.4% of portfolio
53,211,842
Q4 2023 Added 89.69%
$269B
$4.37 Billion 0.39% of portfolio
74,152,288
Q4 2023 Reduced 7.83%
$207B
$4.34 Billion 0.39% of portfolio
48,023,755
Q4 2023 Added 8.36%
$323B
$4.37 Billion 0.39% of portfolio
40,129,825
Q4 2023 Added 3.98%
$243B
$4.25 Billion 0.38% of portfolio
25,022,737
Q4 2023 Reduced 2.38%
$151B
$4.21 Billion 0.38% of portfolio
44,766,778
Q4 2023 Added 4.52%
$0
$4.23 Billion 0.38% of portfolio
28,266,729
Q4 2023 Added 2.22%
$167B
$4.16 Billion 0.37% of portfolio
14,434,062
Q4 2023 Added 8.95%
$88.6B
$4.09 Billion 0.36% of portfolio
52,519,805
Q4 2023 Reduced 11.95%
$0
$4 Billion 0.36% of portfolio
12,880,749
Q4 2023 Added 5.12%
$162B
$4 Billion 0.36% of portfolio
25,376,495
Q4 2023 Added 5.35%
$185B
$3.96 Billion 0.35% of portfolio
35,936,827
Q4 2023 Added 0.83%

Summary

  • Portfolio
  • No. of Stocks 44,939
  • Current Value $1.12 Trillion
  • Prior Value $974 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 13, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 607 stocks
  • Additional Purchases 4,123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2,607 stocks
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