Morgan Stanley reduces holdings in Microsoft and NVIDIA, while increasing holdings in Meta and Eli Lilly in Q3.
According to the disclosure from the U.S. Securities and Exchange Commission, Morgan Stanley has submitted its third-quarter holdings report as of September 30, 2023.
Zhitong App has learned that according to the disclosure of the U.S. Securities and Exchange Commission (SEC), Morgan Stanley (MS.US) has submitted its third-quarter holdings report (13F) as of September 30, 2023.
According to statistics, Morgan Stanley's total market value of holdings in the third quarter reached $980 billion, a decrease of 3.0% compared to the previous quarter's total market value of $1.01 trillion. In the third quarter, Morgan Stanley added 268 stocks to its portfolio and increased its holdings in 3,331 stocks, while liquidating 305 stocks and reducing its holdings in 3,299 stocks. The top ten holdings accounted for 17.59% of the total market value.
Among the top five major holdings, Microsoft (MSFT.US) ranked first with approximately 123 million shares, a market value of approximately $38.88 billion, accounting for 3.95% of the investment portfolio. The number of holdings decreased by 0.30% compared to the previous quarter.
Apple (AAPL.US) ranked second with approximately 207 million shares, a market value of approximately $35.39 billion, accounting for 3.60% of the investment portfolio. The number of holdings increased by 0.99% compared to the previous quarter.
Amazon (AMZN.US) ranked third with approximately 150 million shares, a market value of approximately $19.01 billion, accounting for 1.93% of the investment portfolio. The number of holdings decreased by 0.04% compared to the previous quarter.
Google-A (GOOGL.US) ranked fourth with approximately 111 million shares, a market value of approximately $14.56 billion, accounting for 1.48% of the investment portfolio. The number of holdings decreased by 1.67% compared to the previous quarter.
NVIDIA (NVDA.US) ranked fifth with approximately 32.705 million shares, a market value of approximately $14.23 billion, accounting for 1.45% of the investment portfolio. The number of holdings decreased by 1.67% compared to the previous quarter.
Among the top ten major holdings, Morgan Stanley's sixth to tenth major holdings are Visa (V.US), Meta (META.US), SPDR S&P 500 Index ETF (SPY.US), Google-C (GOOG.US), and JPMorgan Chase (JPM.US). From the perspective of changes in position ratios, the top five buying targets are: S&P 500 Index ETF-iShares (IVV.US), Meta, Eli Lilly (LLY.US), Airbnb (ABNB.US), Russell 1000 Growth Index ETF-iShares (IWF.US).
The top five selling targets are: SPDR S&P 500 Index ETF, Microsoft, Raytheon Technologies (RTX.US), Illumina (ILMN.US), Shopify (SHOP.US).
