Morgan Stanley Q3 Holdings: Apple Becomes the Top Holding Stock, Reduces Positions in NVIDIA and Amazon

Zhitong
2024.11.15 11:18
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Morgan Stanley's position report for the third quarter of 2024 shows that Apple has become its largest holding, with 231 million shares valued at approximately $53.93 billion. The total portfolio value is $1.38 trillion, reflecting a quarter-over-quarter increase of 0.79%. The fund reduced its holdings in NVIDIA and Amazon, with respective portfolio values of $40.04 billion and $29.73 billion. The top ten holdings account for 20.43% of the total portfolio value

According to the disclosure by the U.S. Securities and Exchange Commission (SEC), Morgan Stanley submitted its third-quarter holdings report (13F) for the period ending September 30, 2024.

Statistics show that Morgan Stanley's total market value of holdings in the third quarter was $1.38 trillion, compared to $1.29 trillion in the previous quarter, representing a quarter-on-quarter increase of 0.79%. The fund added 371 new stocks to its portfolio in the third quarter, increased its holdings in 3,956 stocks, reduced its holdings in 2,863 stocks, and completely sold out of 289 stocks. The top ten holdings accounted for 20.43% of the total market value.

Among the top five holdings, Apple (AAPL.US) ranked first with 231 million shares, with a holding market value of approximately $53.93 billion, accounting for 3.91% of the portfolio, an increase of 0.19% from the previous quarter.

Microsoft (MSFT.US) ranked second with 124 million shares, with a holding market value of approximately $53.38 billion, accounting for 3.87% of the portfolio, an increase of 1.05% from the previous quarter.

NVIDIA (NVDA.US) ranked third with 330 million shares, with a holding market value of $40.04 billion, accounting for 2.90% of the portfolio, a decrease of 2.15% from the previous quarter.

Amazon (AMZN.US) ranked fourth with 160 million shares, with a holding market value of approximately $29.73 billion, accounting for 2.15% of the portfolio, a decrease of 3.61% from the previous quarter.

META (META.US) ranked fifth with 36.85 million shares, with a holding market value of $21.09 billion, accounting for 1.53% of the portfolio, an increase of 4.60% from the previous quarter.

The sixth to tenth largest holdings are: SPDR S&P 500 ETF (SPY.US), Alphabet-A (GOOGL.US), JP Morgan (JPM.US), S&P 500 ETF-iShares (IVV.US), and Visa (V.US).

In terms of changes in holding proportions, the top five purchased stocks were: META, Apple, S&P 500 ETF-iShares, Berkshire Hathaway-B (BRK.B.US), and Home Depot (HD.US) The top five sold targets include: Amazon, NVIDIA, Adobe (ADBE.US), Disney (DIS.US), Chevron (CVX.US).

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