Morgan Stanley Holdings & Portfolio - 13F Filings Analysis - Stocknear

Morgan Stanley

CIK Number: 0000895421

1,535.1B
Market Value
6,830
# of Holdings
25 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
256.87
+1.81% 241.22M +1.24% 53.58B 101.39 3.83% Share
2 MSFT Microsoft Corpo...
506.91
-0.64% 123.85M -1.32% 46.49B 174.57 3.32% Share
3 NVDA NVIDIA Corporat...
177.69
+0.40% 344.18M -1.57% 37.3B 25.52 2.67% Share
4 AMZN Amazon.com, Inc...
218.15
-0.94% 166.52M -0.38% 31.68B 95.44 2.27% Share
5 META Meta Platforms,...
748.91
-1.54% 37.89M +4.89% 21.84B 215.21 1.56% Share
6 GOOGL Alphabet Inc.
245.76
-0.56% 127.29M +2.00% 19.68B 92.67 1.41% Share
7 SPY SPDR S&P 500 ET...
657.97
-0.47% 34.29M +2.84% 19.18B 410.13 1.37% Share
8 V Visa Inc.
334.93
-1.11% 50.51M -0.22% 17.7B 139.57 1.27% Share
9 JPM JPMorgan Chase ...
313.44
+0.01% 69.35M +0.74% 17.01B 104.87 1.22% Share
10 IVV iShares Core S&...
661.15
-0.47% 26.38M -5.44% 14.82B 421.61 1.06% Share
11 BRK-B Berkshire Hatha...
495.15
-0.39% 27.79M -0.95% 14.8B 266.12 1.06% Share
12 AVGO Broadcom Inc.
336.10
-0.95% 76.43M +1.38% 12.8B 74.49 0.92% Share
13 VOO Vanguard S&P 50...
606.64
-0.47% 23.94M +4.98% 12.3B 368.68 0.88% Share
14 LLY Eli Lilly and C...
714.37
-3.7% 14.87M +3.44% 12.28B 373.37 0.88% Share
15 GOOG Alphabet Inc.
246.57
-0.51% 75.73M +0.84% 11.83B 88.94 0.85% Share
16 TSLA Tesla, Inc.
423.39
-4.38% 45.38M +0.92% 11.76B 210.12 0.84% Share
17 UNH UnitedHealth Gr...
345.75
-1.72% 21.36M -0.15% 11.19B 397.4 0.80% Share
18 QQQ Invesco QQQ Tru...
593.53
-0.43% 22.01M +17.10% 10.32B 344.41 0.74% Share
19 BND Vanguard Total ...
74.21
-0.11% 127.28M +7.30% 9.35B 77.63 0.67% Share
20 COST Costco Wholesal...
943.31
-0.21% 9.51M -0.62% 9B 394.31 0.64% Share
Page 1 of 342