10,000+ stock pitches from top investors available on joinyellowbrick.com
Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2019-05-15 (Q1 2019) | Holdings: 22379 | Value: $353.3B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SPY - SPDR S&P 500 ETF TR | Reduce 15% $(1.3B) | 2.10% | $7.4B | +152.57% | +1.54% | +5.31% | |
| MSFT - MICROSOFT CORP | Add 3% ($200.2M) | 1.76% | $6.2B | +210.37% | +7.76% | +47.27% | |
| AMZN - AMAZON COM INC | Reduce 6% $(424.2M) | 1.73% | $6.1B | +120.87% | -4.95% | +28.65% | |
| AAPL - APPLE INC | Add 2% ($110.7M) | 1.63% | $5.8B | +458.16% | +9.15% | +67.83% | |
| V - VISA INC | Add 2% ($55.9M) | 1.03% | $3.6B | +93.92% | +9.20% | +17.82% | |
| JPM - JPMORGAN CHASE & CO | Add 3% ($85.2M) | 0.89% | $3.1B | +219.96% | -1.93% | -15.59% | |
| GOOG - ALPHABET INC | Add 127% ($1.6B) | 0.79% | $2.8B | +396.72% | +1.12% | +18.84% | |
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(65.0M) | 0.77% | $2.7B | +116.30% | -3.73% | +12.62% | |
| CSCO - CISCO SYS INC | Reduce 3% $(61.3M) | 0.62% | $2.2B | +74.70% | -12.92% | -14.39% | |
| GOOGL - ALPHABET INC | Add 1% ($15.4M) | 0.62% | $2.2B | +394.84% | +0.63% | +18.21% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 2% $(27.9M) | 0.51% | $1.8B | +28.82% | +0.43% | +1.93% | |
| DIS - DISNEY WALT CO | Add 9% ($140.5M) | 0.51% | $1.8B | -26.19% | +0.55% | -12.57% | |
| CVX - CHEVRON CORP NEW | Reduce 2% $(32.2M) | 0.51% | $1.8B | +130.23% | -3.30% | -19.89% | |
| PFE - PFIZER INC | Reduce 8% $(148.4M) | 0.50% | $1.8B | -0.85% | -15.01% | -3.80% | |
| IVV - ISHARES TR | Reduce 5% $(85.4M) | 0.47% | $1.7B | +153.58% | +1.60% | +5.34% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 3% ($51.6M) | 0.47% | $1.7B | +135.02% | -2.05% | -13.95% | |
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.46% | $1.6B | +177.53% | +0.99% | -14.85% | |
| T - AT&T INC | Add 17% ($221.1M) | 0.43% | $1.5B | +84.90% | +13.22% | -0.32% | |
| BA - BOEING CO | Add 5% ($73.1M) | 0.43% | $1.5B | -41.88% | -4.63% | -60.45% | |
| HD - HOME DEPOT INC | Add 1% ($18.0M) | 0.43% | $1.5B | +102.79% | +6.55% | +30.85% | |
| META - FACEBOOK INC | Reduce 1% $(21.7M) | 0.42% | $1.5B | +211.60% | -0.73% | +15.21% | |
| RTX - UNITED TECHNOLOGIES CORP | Add 11% ($144.5M) | 0.41% | $1.4B | +185.52% | -6.15% | -24.95% | |
| IVW - ISHARES TR | Reduce 3% $(49.7M) | 0.40% | $1.4B | +174.98% | +1.96% | +13.34% | |
| HON - HONEYWELL INTL INC | Reduce 6% $(85.2M) | 0.40% | $1.4B | +63.25% | -1.88% | -17.67% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Reduce 1% $(18.1M) | 0.38% | $1.4B | +94.63% | -2.28% | -8.20% | |
| NOW - SERVICENOW INC | Reduce 22% $(383.2M) | 0.38% | $1.4B | +90.09% | -6.58% | +36.32% | |
| IWF - ISHARES TR | Reduce 2% $(20.4M) | 0.37% | $1.3B | +191.22% | +2.98% | +17.84% | |
| UNH - UNITEDHEALTH GROUP INC | Add 8% ($100.1M) | 0.37% | $1.3B | +29.14% | +4.62% | +26.53% | |
| PEP - PEPSICO INC | Add 3% ($32.3M) | 0.36% | $1.3B | +48.52% | +2.59% | +7.72% | |
| BAC - BANK AMER CORP | Reduce 2% $(23.9M) | 0.36% | $1.3B | +103.09% | -4.51% | -17.49% | |
| ISRG - INTUITIVE SURGICAL INC | Add 2% ($20.0M) | 0.36% | $1.3B | +182.30% | +1.13% | +9.90% | |
| VTV - VANGUARD INDEX FDS | Add 1% ($14.9M) | 0.36% | $1.3B | +116.19% | +0.06% | -6.82% | |
| QQQ - INVESCO QQQ TR | Reduce 59% $(1.8B) | 0.35% | $1.3B | +229.65% | +1.52% | +25.27% | |
| WDAY - WORKDAY INC | Reduce 22% $(347.6M) | 0.35% | $1.2B | -36.62% | -6.15% | -26.56% | |
| PG - PROCTER AND GAMBLE CO | Add 1% ($15.6M) | 0.35% | $1.2B | +60.29% | +12.38% | +11.67% | |
| NEE - NEXTERA ENERGY INC | Reduce 1% $(10.3M) | 0.35% | $1.2B | +126.93% | +12.55% | +23.81% | |
| VEEV - VEEVA SYS INC | New Purchase | 0.35% | $1.2B | +23.11% | +12.37% | +38.18% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.34% | $1.2B | +24.85% | +9.62% | +10.74% | |
| TWTR - TWITTER INC | Reduce 4% $(46.6M) | 0.34% | $1.2B | +6.48% | -22.23% | ||
| AMGN - AMGEN INC | Reduce 2% $(30.1M) | 0.34% | $1.2B | +155.04% | +21.29% | +41.49% | |
| IVE - ISHARES TR | Reduce 2% $(24.5M) | 0.34% | $1.2B | +115.13% | +1.05% | -4.04% | |
| MRK - MERCK & CO INC | Reduce 1% $(7.2M) | 0.34% | $1.2B | +101.62% | +10.10% | +5.45% | |
| INTC - INTEL CORP | New Purchase | 0.33% | $1.2B | +11.37% | +2.96% | +34.81% | |
| VOO - VANGUARD INDEX FDS | Reduce 8% $(98.8M) | 0.33% | $1.2B | +153.58% | +1.57% | +5.31% | |
| VUG - VANGUARD INDEX FDS | 0.33% | $1.2B | +186.82% | +2.95% | +18.80% | ||
| IEFA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IWD - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IJH - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE COM INC | Reduce 100% | 0.00% | $0.00 | +111.44% | -8.21% | +10.04% | |