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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2018-11-14 (Q3 2018) | Holdings: 27234 | Value: $399.9B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SPY - SPDR S&P 500 ETF TR | Reduce 16% $(1.9B) | 2.53% | $10.1B | +171.36% | +3.80% | +18.31% | |
| AMZN - AMAZON COM INC | Reduce 2% $(151.0M) | 1.75% | $7.0B | +163.46% | +1.70% | +10.02% | |
| AAPL - APPLE INC | Reduce 1% $(70.1M) | 1.55% | $6.2B | +467.26% | -9.15% | +43.19% | |
| MSFT - MICROSOFT CORP | 1.34% | $5.3B | +277.69% | +3.08% | +44.46% | ||
| V - VISA INC | Add 55% ($1.1B) | 0.80% | $3.2B | +129.03% | +4.55% | +30.30% | |
| JPM - JPMORGAN CHASE & CO | 0.78% | $3.1B | +232.17% | -1.69% | +23.41% | ||
| QQQ - INVESCO QQQ TR | Add 22% ($553.2M) | 0.76% | $3.0B | +267.90% | +4.61% | +24.19% | |
| META - FACEBOOK INC | Reduce 2% $(70.5M) | 0.74% | $2.9B | +305.13% | +14.17% | +37.08% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($32.3M) | 0.63% | $2.5B | +109.92% | -4.30% | -3.31% | |
| GOOG - ALPHABET INC | Reduce 9% $(238.2M) | 0.62% | $2.5B | +453.68% | +6.60% | +27.77% | |
| IWM - ISHARES TR | 0.60% | $2.4B | +83.49% | +5.56% | +8.43% | ||
| GOOGL - ALPHABET INC | Add 1% ($21.5M) | 0.52% | $2.1B | +451.49% | +6.48% | +26.83% | |
| PFE - PFIZER INC | 0.50% | $2.0B | -2.76% | +0.16% | -9.45% | ||
| CSCO - CISCO SYS INC | 0.49% | $1.9B | +105.45% | +6.44% | -0.93% | ||
| CVX - CHEVRON CORP NEW | 0.43% | $1.7B | +149.98% | +6.06% | +10.45% | ||
| VZ - VERIZON COMMUNICATIONS INC | Add 3% ($41.3M) | 0.41% | $1.6B | +27.37% | -5.29% | +5.40% | |
| HON - HONEYWELL INTL INC | Reduce 5% $(88.5M) | 0.40% | $1.6B | +91.40% | +5.27% | +27.32% | |
| DIS - DISNEY WALT CO | Add 6% ($81.4M) | 0.39% | $1.5B | -13.62% | -2.60% | +25.93% | |
| HD - HOME DEPOT INC | Add 1% ($17.6M) | 0.37% | $1.5B | +120.98% | +8.12% | +36.11% | |
| IVW - ISHARES TR | Reduce 7% $(106.4M) | 0.36% | $1.4B | +202.19% | +4.32% | +18.43% | |
| IVV - ISHARES TR | Add 3% ($39.2M) | 0.36% | $1.4B | +172.38% | +3.79% | +18.36% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 1% $(14.2M) | 0.35% | $1.4B | +189.33% | +16.70% | +17.71% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 4% ($56.3M) | 0.35% | $1.4B | +123.06% | -4.44% | +2.29% | |
| SBUX - STARBUCKS CORP | Reduce 1% $(19.2M) | 0.34% | $1.4B | +57.29% | +6.55% | +28.60% | |
| UNP - UNION PAC CORP | Add 1% ($18.4M) | 0.34% | $1.4B | +93.57% | +15.71% | +21.80% | |
| VGK - VANGUARD INTL EQUITY INDEX F | Reduce 5% $(65.8M) | 0.33% | $1.3B | +102.96% | +3.16% | +13.95% | |
| CRM - SALESFORCE COM INC | Add 4% ($55.8M) | 0.33% | $1.3B | +46.24% | +23.10% | +26.32% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Reduce 1% $(15.9M) | 0.32% | $1.3B | +104.30% | +3.52% | +12.98% | |
| BA - BOEING CO | Add 2% ($21.9M) | 0.32% | $1.3B | -39.95% | +23.14% | +11.47% | |
| RTX - UNITED TECHNOLOGIES CORP | New Purchase | 0.32% | $1.3B | +204.31% | +1.03% | +20.06% | |
| IWF - ISHARES TR | Reduce 2% $(22.6M) | 0.32% | $1.3B | +222.65% | +5.55% | +22.56% | |
| BAC - BANK AMER CORP | 0.32% | $1.3B | +115.25% | +7.86% | +24.11% | ||
| T - AT&T INC | New Purchase | 0.32% | $1.3B | +97.28% | +2.06% | +38.34% | |
| AMGN - AMGEN INC | Reduce 12% $(166.6M) | 0.31% | $1.2B | +133.15% | +0.77% | +20.83% | |
| ATVI - ACTIVISION BLIZZARD INC | Reduce 3% $(36.5M) | 0.31% | $1.2B | ||||
| VEEV - VEEVA SYS INC | New Purchase | 0.30% | $1.2B | +96.20% | +34.94% | +71.07% | |
| IVE - ISHARES TR | New Purchase | 0.30% | $1.2B | +124.74% | +3.03% | +17.96% | |
| DD - DOWDUPONT INC | Add 2% ($20.0M) | 0.29% | $1.2B | +56.68% | -4.97% | -14.78% | |
| ISRG - INTUITIVE SURGICAL INC | New Purchase | 0.29% | $1.1B | +178.21% | +10.34% | +14.57% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.28% | $1.1B | +16.20% | +3.03% | +3.70% | |
| LMT - LOCKHEED MARTIN CORP | New Purchase | 0.28% | $1.1B | +144.49% | +2.42% | +33.76% | |
| IJH - ISHARES TR | 0.28% | $1.1B | +104.96% | +4.95% | +11.06% | ||
| IJR - ISHARES TR | Reduce 4% $(44.6M) | 0.28% | $1.1B | +80.36% | +4.03% | +6.08% | |
| TWTR - TWITTER INC | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | +146.95% | -0.43% | +24.62% | |
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | +66.80% | +0.34% | +18.45% | |
| WFC - WELLS FARGO CO NEW | Reduce 100% | 0.00% | $0.00 | ||||
| EWJ - ISHARES INC | Reduce 100% | 0.00% | $0.00 | ||||
| VUG - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| VOO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| IEFA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||