LB Select
2024.05.14 02:07
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Morgan Stanley increased its holdings of Apple stocks by over 18 million shares in Q1, while Vanguard also increased its holdings

In the first quarter, institutions generally increased their holdings of technology giants

Morgan Stanley's 13F filing for US stocks shows that in the first quarter, it increased its holdings of Apple by over 18 million shares, with a portfolio share of 2.27%; and increased its holdings of star tech stocks such as Microsoft, Nvidia, Meta Platforms, and Google. In addition, Morgan Stanley also increased its holdings of UBS, Stellantis, Exxon Mobil, and other star stocks, while reducing its holdings of Bank of America, Uber, and Eli Lilly, among others. As of the end of March, Morgan Stanley's total holdings amounted to $1.18 trillion, an increase of $0.14 trillion from the previous quarter.

Furthermore, Vanguard's 13F filing for the first quarter of 2024 shows that the group increased its holdings of Microsoft (MSFT.US), Apple (AAPL.US), Nvidia (NVDA.US), Amazon (AMZN.US), Meta Platforms (META.US), Google (GOOG.US), and other star tech stocks, while reducing its holdings of Exxon Mobil (XOM.US) and Chevron (CVX.US) in the energy sector, as well as reducing holdings in many healthcare and real estate sector stocks. Additionally, the group's top five heavy-weighted stocks are all star tech stocks, with the top three most increased targets being lithium chemical producer Arcadium Lithium, Bank of America (BAC.US), and American energy infrastructure company Kinder Morgan