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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2019-02-14 (Q4 2018) | Holdings: 22744 | Value: $334.2B | 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 11% $(961.0M) | 2.31% | $7.7B | +162.38% | +3.60% | +24.15% | |
| AMZN - AMAZON COM INC | Add 5% ($272.2M) | 1.65% | $5.5B | +155.88% | +14.95% | +32.42% | |
| MSFT - MICROSOFT CORP | Add 9% ($442.4M) | 1.55% | $5.2B | +267.47% | +17.72% | +76.07% | |
| AAPL - APPLE INC | Add 9% ($372.3M) | 1.40% | $4.7B | +521.37% | +11.92% | +88.72% | |
| V - VISA INC | Add 7% ($203.5M) | 0.90% | $3.0B | +119.62% | +12.62% | +47.00% | |
| JPM - JPMORGAN CHASE & CO | Add 10% ($268.7M) | 0.88% | $3.0B | +243.26% | +6.58% | +34.40% | |
| QQQ - INVESCO QQQ TR | Add 5% ($113.5M) | 0.79% | $2.6B | +250.54% | +6.33% | +37.19% | |
| JNJ - JOHNSON & JOHNSON | Add 8% ($190.3M) | 0.76% | $2.6B | +121.28% | +1.94% | +13.43% | |
| PFE - PFIZER INC | 0.59% | $2.0B | -2.87% | -2.04% | -10.99% | ||
| GOOGL - ALPHABET INC | Add 7% ($133.4M) | 0.57% | $1.9B | +408.97% | +2.76% | +33.37% | |
| CSCO - CISCO SYS INC | Add 5% ($82.8M) | 0.54% | $1.8B | +95.40% | +8.07% | -1.93% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 1% ($21.9M) | 0.52% | $1.8B | +36.17% | +5.35% | +10.79% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 23% ($305.9M) | 0.49% | $1.6B | +133.92% | -0.92% | +10.70% | |
| DIS - DISNEY WALT CO | Add 12% ($180.0M) | 0.49% | $1.6B | -10.36% | +20.90% | +26.43% | |
| CVX - CHEVRON CORP NEW | Add 6% ($89.1M) | 0.48% | $1.6B | +135.16% | +2.11% | -3.94% | |
| IVV - ISHARES TR | Add 26% ($320.9M) | 0.46% | $1.5B | +163.52% | +3.65% | +24.31% | |
| HD - HOME DEPOT INC | Add 8% ($98.2M) | 0.40% | $1.3B | +107.10% | +1.75% | +31.98% | |
| WDAY - WORKDAY INC | New Purchase | 0.40% | $1.3B | -32.68% | +6.21% | +3.31% | |
| IVW - ISHARES TR | Add 5% ($64.9M) | 0.38% | $1.3B | +190.08% | +5.18% | +28.27% | |
| NOW - SERVICENOW INC | New Purchase | 0.38% | $1.3B | +122.45% | +16.58% | +52.12% | |
| AMGN - AMGEN INC | Add 8% ($89.9M) | 0.38% | $1.3B | +131.70% | -9.67% | +21.39% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Add 12% ($135.5M) | 0.37% | $1.2B | +98.43% | +1.63% | +12.20% | |
| HON - HONEYWELL INTL INC | Reduce 1% $(7.7M) | 0.37% | $1.2B | +83.40% | +12.03% | +20.44% | |
| BA - BOEING CO | Add 8% ($95.0M) | 0.36% | $1.2B | -50.59% | -15.72% | -15.87% | |
| UNH - UNITEDHEALTH GROUP INC | Add 14% ($144.1M) | 0.36% | $1.2B | +14.19% | -11.50% | +14.74% | |
| CRM - SALESFORCE COM INC | Add 4% ($50.7M) | 0.35% | $1.2B | +17.36% | -3.68% | +18.70% | |
| T - AT&T INC | Add 8% ($90.6M) | 0.35% | $1.2B | +96.13% | +5.73% | +35.00% | |
| META - FACEBOOK INC | Reduce 50% $(1.2B) | 0.35% | $1.2B | +250.51% | +13.23% | +32.39% | |
| BAC - BANK AMER CORP | Add 8% ($90.9M) | 0.35% | $1.2B | +102.00% | -1.13% | +21.87% | |
| IWF - ISHARES TR | Add 5% ($57.5M) | 0.34% | $1.1B | +205.74% | +4.74% | +31.50% | |
| VTV - VANGUARD INDEX FDS | New Purchase | 0.34% | $1.1B | +120.61% | +1.68% | +15.73% | |
| PEP - PEPSICO INC | New Purchase | 0.34% | $1.1B | +67.20% | +12.56% | +29.41% | |
| VOO - VANGUARD INDEX FDS | New Purchase | 0.34% | $1.1B | +163.49% | +3.64% | +24.32% | |
| NEE - NEXTERA ENERGY INC | New Purchase | 0.33% | $1.1B | +140.67% | +6.26% | +56.47% | |
| MRK - MERCK & CO INC | New Purchase | 0.33% | $1.1B | +98.18% | -1.99% | +6.33% | |
| TWTR - TWITTER INC | New Purchase | 0.33% | $1.1B | +21.47% | +21.99% | ||
| IVE - ISHARES TR | Add 6% ($60.9M) | 0.33% | $1.1B | +119.40% | +1.72% | +19.73% | |
| GOOG - ALPHABET INC | Reduce 49% $(1.1B) | 0.33% | $1.1B | +411.85% | +3.02% | +34.47% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.32% | $1.1B | +74.13% | +8.59% | +29.49% | |
| RTX - UNITED TECHNOLOGIES CORP | Add 10% ($95.6M) | 0.32% | $1.1B | +206.39% | +6.67% | +23.02% | |
| ISRG - INTUITIVE SURGICAL INC | Add 10% ($92.7M) | 0.31% | $1.0B | +155.67% | -9.57% | +11.78% | |
| IWD - ISHARES TR | New Purchase | 0.30% | $1.0B | +103.58% | +1.99% | +15.77% | |
| IJH - ISHARES TR | Add 10% ($91.4M) | 0.30% | $1.0B | +96.63% | +0.29% | +11.72% | |
| VUG - VANGUARD INDEX FDS | New Purchase | 0.30% | $999.9M | +203.15% | +5.49% | +33.83% | |
| IEFA - ISHARES TR | New Purchase | 0.30% | $999.6M | +89.48% | +2.19% | +12.49% | |
| VEEV - VEEVA SYS INC | Reduce 100% | 0.00% | $0.00 | +87.53% | +17.37% | +33.35% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 100% | 0.00% | $0.00 | +126.21% | -1.15% | +14.96% | |
| VGK - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||
| IJR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IWM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| UNP - UNION PAC CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ATVI - ACTIVISION BLIZZARD INC | Reduce 100% | 0.00% | $0.00 | ||||
| DD - DOWDUPONT INC | Reduce 100% | 0.00% | $0.00 | +25.08% | -13.69% | -27.44% | |
| LMT - LOCKHEED MARTIN CORP | Reduce 100% | 0.00% | $0.00 | +102.92% | +10.71% | +46.97% | |
| SBUX - STARBUCKS CORP | Reduce 100% | 0.00% | $0.00 | +62.40% | +9.80% | +27.69% | |