Fund Holdings — MORGAN STANLEY

Total Portfolio Value
$1292.29B
Total Bought
$123.56B
Total Sold
$58.58B
Net Transaction
+$64.98B
Filing Period:
Securities
▲▼
SharesValue ($K)
Q1 2024
▲▼
Q2 2024
▲▼
Change
▲▼
Q1 2024
▲▼
Q2 2024
▲▼
Weight (%)
▲▼
Change
▲▼
NVIDIA CORPORATION(NVDA)33,876,064336,961,259+303,085,19530,609,05941,628,1943.22%+11,019,135
APPLE INC(AAPL)221,959,262231,033,440+9,074,17838,061,57548,660,2643.77%+10,598,689
ALPHABET INC(GOOG)113,394,435116,229,362+2,834,92717,114,62221,171,1791.64%+4,056,556
MICROSOFT CORP(MSFT)122,187,118122,759,769+572,65151,406,56654,867,4804.25%+3,460,914
BROADCOM INC(AVGO)6,352,2007,180,292+828,0928,419,27311,528,1790.89%+3,108,905
AMAZON COM INC(AMZN)161,229,566165,507,494+4,277,92829,082,59031,984,3242.48%+2,901,734
JAKKS PAC INC66,6125,859,742+5,793,1301,4902,539,3900.20%+2,537,901
ALPHABET INC(GOOG)72,804,13973,410,820+606,68111,085,15913,465,0131.04%+2,379,854
ELI LILLY & CO(LLY)13,069,56313,722,003+652,44010,167,60012,423,6290.96%+2,256,029
ISHARES TR19,212,26021,803,577+2,591,31710,100,46311,931,5720.92%+1,831,110
SPDR S&P 500 ETF TR(SPY)32,982,29734,981,484+1,999,18717,252,05219,037,6251.47%+1,785,573
NETFLIX INC(NFLX)6,832,9938,306,207+1,473,2144,149,8835,605,6950.43%+1,455,812
ISHARES TR24,200,39426,053,840+1,853,4468,156,7449,496,8860.73%+1,340,143
COSTCO WHSL CORP NEW(COST)9,306,5149,440,096+133,5826,818,2358,023,9910.62%+1,205,756
ISHARES TR8,854,46820,382,787+11,528,319838,1641,908,8480.15%+1,070,684
META PLATFORMS INC(META)34,648,33835,228,588+580,25016,824,54117,762,9601.37%+938,419
EXXON MOBIL CORP57,438,20666,112,093+8,673,8876,676,6177,610,8240.59%+934,207
FIDELITY MERRIMACK STR TR2,809,99023,467,590+20,657,600127,3211,054,3990.08%+927,078
TESLA INC(TSLA)40,185,08840,275,799+90,7117,064,1377,969,7760.62%+905,639
GE VERNOVA INC(GEV)128,2465,351,180+5,222,93417,538917,7810.07%+900,244
PALO ALTO NETWORKS INC(PANW)13,861,76314,019,479+157,7163,938,5434,752,7450.37%+814,201
TAIWAN SEMICONDUCTOR MFG LTD(TSM)14,915,47916,329,111+1,413,6322,029,2512,838,1630.22%+808,912
WALMART INC(WMT)79,542,05581,744,071+2,202,0164,786,0465,534,8910.43%+748,846
ADOBE INC(ADBE)9,933,44410,313,442+379,9985,012,4195,729,5310.44%+717,113
ISHARES TR27,872,02932,585,550+4,713,5214,992,1605,685,2020.44%+693,042
ISHARES INC
CORE MSCI EMKT
66,552,77976,468,388+9,915,6093,434,1234,093,3530.32%+659,229
FLUTTER ENTMT PLC(FLUT)380,8653,813,712+3,432,84775,217695,4690.05%+620,252
NEXTERA ENERGY INC(NEE)56,714,31959,916,438+3,202,1193,624,6124,242,6830.33%+618,071
DELL TECHNOLOGIES INC(DELL)7,338,63410,472,802+3,134,168837,4121,444,3050.11%+606,893
INVESCO EXCH TRADED FD TR II66,6129,309,714+9,243,1021,490604,6660.05%+603,176
SPOTIFY TECHNOLOGY S A(SPOT)7,533,1628,235,875+702,7131,988,0022,584,3360.20%+596,334
VANGUARD INDEX FDS19,514,63819,900,494+385,8569,380,6879,952,8350.77%+572,148
ISHARES TR
CORE MSCI EAFE
89,067,01198,729,186+9,662,1756,610,5547,171,6880.55%+561,135
CROWDSTRIKE HLDGS INC(CRWD)5,785,7986,293,906+508,1081,854,8702,411,7630.19%+556,893
ANALOG DEVICES INC(ADI)6,859,6698,367,149+1,507,4801,356,7751,909,8860.15%+553,111
NOVO-NORDISK A S(NVO)12,011,85314,610,900+2,599,0471,542,3232,085,5600.16%+543,238
MICRON TECHNOLOGY INC(MU)15,666,89618,083,566+2,416,6701,846,9712,378,5320.18%+531,561
VANGUARD INDEX FDS13,250,21213,607,071+356,8594,560,7245,089,1820.39%+528,458
ORACLE CORP(ORCL)20,068,24721,561,998+1,493,7512,520,7733,044,5550.24%+523,782
AMGEN INC(AMGN)13,971,96314,362,478+390,5153,972,5094,487,5580.35%+515,048
GOLDMAN SACHS GROUP INC(GS)6,551,0927,151,234+600,1422,736,3273,234,6480.25%+498,321
ISHARES TR66,6124,403,329+4,336,7171,490443,4590.03%+441,970
ISHARES TR31,370,52033,331,488+1,960,9682,648,9273,084,4960.24%+435,569
JPMORGAN CHASE & CO.(JPM)66,729,36768,208,898+1,479,53113,365,89313,795,9331.07%+430,040
WESTERN DIGITAL CORP.(WDC)4,734,6079,878,052+5,143,445323,090748,4600.06%+425,370
SERVICENOW INC(NOW)6,582,9766,905,901+322,9255,018,8635,432,6670.42%+413,804
CANADIAN NATL RY CO(CNI)2,043,8455,694,517+3,650,672269,195672,6940.05%+403,498
CONSTELLATION BRANDS INC(STZ)6,193,7118,057,637+1,863,9261,683,2042,073,0690.16%+389,866
ASML HOLDING N V
N Y REGISTRY SHS
1,678,4481,944,864+266,4161,628,8861,989,0740.15%+360,188
APPLIED MATLS INC10,145,75110,374,260+228,5092,092,3592,448,2220.19%+355,864
LAM RESEARCH CORP(LRCX)1,911,6842,055,560+143,8761,857,3382,188,8660.17%+331,528
SHERWIN WILLIAMS CO(SHW)5,451,7157,427,703+1,975,9881,893,5462,216,6500.17%+323,105
TEXAS INSTRS INC(TXN)12,926,99913,208,391+281,3922,252,0132,569,4290.20%+317,416
MARVELL TECHNOLOGY INC(MRVL)8,409,73013,004,378+4,594,648596,082909,0060.07%+312,924
SELECT SECTOR SPDR TR
ST STR MATER ETF
3,257,5976,939,463+3,681,866302,598612,8240.05%+310,226
GLOBAL X FDS
GLB X MLP ENRG I
2,551,1928,524,802+5,973,610124,983435,1910.03%+310,208
SAREPTA THERAPEUTICS INC(SRPT)888,4332,623,361+1,734,928115,017414,4910.03%+299,475
SEMPRA(SRE)20,515,16123,305,495+2,790,3341,473,6041,772,6160.14%+299,012
ISHARES TR11,515,75812,854,638+1,338,8801,349,7621,638,7090.13%+288,947
TJX COS INC NEW(TJX)25,803,77326,359,981+556,2082,617,0192,902,2340.22%+285,215
BOOKING HOLDINGS INC(BKNG)427,179460,586+33,4071,549,7651,824,6220.14%+274,857
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8,987,5349,472,046+484,5121,871,8342,142,8610.17%+271,027
VANGUARD INTL EQUITY INDEX F742,2693,019,850+2,277,58186,727354,8020.03%+268,075
CUMMINS INC(CMI)2,064,6363,160,629+1,095,993608,346875,2740.07%+266,928
LABCORP HOLDINGS INC(LH)01,310,921+1,310,9210266,7860.02%+266,786
RESMED INC(RMD)1,938,1323,396,522+1,458,390383,809650,1630.05%+266,354
SANOFI(SNY)9,356,14614,733,942+5,377,796454,709714,8910.06%+260,182
GALLAGHER ARTHUR J & CO(AJG)6,263,3067,036,078+772,7721,566,0771,824,5260.14%+258,449
JANUS DETROIT STR TR
HENDRSON AAA CL
8,676,00613,703,266+5,027,260440,221697,2220.05%+257,002
CHENIERE ENERGY INC(LNG)3,555,4624,743,030+1,187,568573,425829,2240.06%+255,799
ICICI BANK LIMITED(IBN)52,192,46156,717,350+4,524,8891,378,4031,634,0270.13%+255,624
SPDR SER TR
ST STR BLO 1 ETF
14,341,02817,108,759+2,767,7311,316,5071,570,2420.12%+253,736
FAIR ISAAC CORP(FICO)432,590531,303+98,713540,572790,9310.06%+250,359
COUPANG INC(CPNG)87,216,14685,886,312-1,329,8341,551,5751,799,3180.14%+247,743
ISHARES TR16,450,99418,265,133+1,814,1393,459,6453,705,8130.29%+246,168
ISHARES INC
MSCI TAIWAN ETF
390,4064,826,253+4,435,84719,005261,5350.02%+242,530
BJS WHSL CLUB HLDGS INC(BJ)2,837,3595,030,482+2,193,123214,646441,8780.03%+227,231
BOSTON SCIENTIFIC CORP(BSX)17,964,78318,925,894+961,1111,230,4081,457,4830.11%+227,075
GE AEROSPACE(GE)9,816,31812,252,826+2,436,5081,723,0591,947,8320.15%+224,774
UNITEDHEALTH GROUP INC(UNH)20,189,83220,052,563-137,2699,987,91210,211,9690.79%+224,058
KKR & CO INC(KKR)3,965,8905,907,236+1,941,346398,889621,6780.05%+222,788
ELEVANCE HEALTH INC(ELV)2,953,8443,226,999+273,1551,531,6881,748,5840.14%+216,896
AMPHENOL CORP NEW9,738,81119,855,940+10,117,1291,123,3721,337,6950.10%+214,323
CONSTELLATION ENERGY CORP(CEG)4,637,6935,327,678+689,985857,2781,066,9750.08%+209,697
CHEWY INC(CHWY)3,610,8329,789,839+6,179,00757,448266,6750.02%+209,227
HOLOGIC INC4,790,3557,813,504+3,023,149373,456580,1530.04%+206,697
HONEYWELL INTL INC(HON)18,460,91018,706,728+245,8183,789,1023,994,6350.31%+205,533
BANK AMERICA CORP109,094,007109,161,649+67,6424,136,8454,341,3590.34%+204,514
SPDR SER TR
ST STR P500ETF
6,515,6569,413,336+2,897,680400,908602,4540.05%+201,545
MCKESSON CORP(MCK)2,429,3542,572,146+142,7921,304,2001,502,2380.12%+198,037
VERTEX PHARMACEUTICALS INC(VRTX)3,184,4663,258,628+74,1621,331,1401,527,3860.12%+196,246
LOCKHEED MARTIN CORP(LMT)5,017,5255,302,480+284,9552,282,3232,476,7900.19%+194,467
ISHARES BITCOIN TR(IBIT)05,500,627+5,500,6270187,7910.01%+187,791
VANGUARD INTL EQUITY INDEX F12,691,72215,598,088+2,906,366854,6611,041,4840.08%+186,824
AMERICAN TOWER CORP NEW(AMT)8,187,8999,275,575+1,087,6761,617,8471,802,9870.14%+185,139
FOMENTO ECONOMICO MEXICANO S(FMX)1,139,5813,032,771+1,893,190148,453326,4780.03%+178,025
ISHARES TR46,832,21149,278,891+2,446,6801,923,8672,098,7880.16%+174,921
CASEYS GEN STORES INC(CASY)1,420,5661,630,681+210,115452,380622,2040.05%+169,823
VISTRA CORP(VST)5,101,2576,087,317+986,060355,303523,3880.04%+168,085
TYLER TECHNOLOGIES INC(TYL)1,120,2721,279,943+159,671476,127643,5310.05%+167,404
Page 1 of 52