Morgan Stanley is based out of New York. Morgan Stanley is a large advisory firm with 1017 clients and discretionary assets under management (AUM) of $137,372,048,773 (Form ADV from 2023-05-16). Their last reported 13F filing for Q4 2023 included $1,134,780,996,254 in managed 13F securities
and a top 10 holdings concentration of 18.36%. Morgan Stanley's largest holding is Microsoft Corp. with shares held of 123,945,835. Whalewisdom has at least 127 13F filings, 102 13D filings, 4995 13G filings, and 301 Form 4 filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 0.36% |
AMZN Amazon.com Inc. | 0.19% |
RTX Raytheon Technologie | 0.19% |
MSFT Microsoft Corp. | 0.15% |
AVGO Broadcom Ltd. (Avago | 0.13% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
ATVI Activision Blizzard | 0.1% |
BMY Bristol-Myers Squibb | 0.08% |
DHR Danaher Corp. | 0.08% |
PFE Pfizer, Inc. | 0.08% |
KO Coca Cola Co. | 0.07% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 4.11% |
AAPL Apple Inc | 3.7% |
AMZN Amazon.com Inc. | 2.12% |
NVDA NVIDIA Corp. | 1.44% |
SPY SPDR S&P 500 ETF TRU | 1.41% |
2023-12-31
13F Activity
Market Value | $1.13t, Prior: $0.98t |
New Purchases | 508 stocks |
Added To | 4138 stocks |
Sold out of | 313 stocks |
Reduced holdings in | 2636 stocks |
Top 10 Holdings % | 18.36% |
Turnover %[1] | 10.57% |
Turnover Alt %[2] | 2.58% |
Time Held Top 20 | 19.65 quarters |
Time Held Top 10 | 28.3 quarters |
Time Held All | 37.15 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31