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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2019-11-14 (Q3 2019) | Holdings: 22789 | Value: $377.8B | 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 | Add 20% ($2.0B) | 3.20% | $12.1B | +129.93% | +8.80% | +18.83% | |
| MSFT - MICROSOFT CORP | Add 1% ($51.7M) | 1.99% | $7.5B | +163.27% | +26.14% | +47.52% | |
| AAPL - APPLE INC | Reduce 1% $(35.5M) | 1.81% | $6.8B | +299.29% | +21.27% | +84.07% | |
| AMZN - AMAZON COM INC | Add 1% ($45.7M) | 1.59% | $6.0B | +136.66% | +22.48% | +77.90% | |
| V - VISA INC | 1.08% | $4.1B | +75.52% | +17.48% | +18.87% | ||
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(29.9M) | 0.98% | $3.7B | +169.80% | +5.63% | -5.94% | |
| DIS - DISNEY WALT CO | Add 62% ($1.3B) | 0.94% | $3.5B | -32.55% | -4.87% | -1.09% | |
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(49.5M) | 0.64% | $2.4B | +123.21% | +14.42% | +18.06% | |
| GOOGL - ALPHABET INC | Reduce 1% $(14.8M) | 0.59% | $2.2B | +340.95% | +15.54% | +34.90% | |
| T - AT&T INC | Add 3% ($60.1M) | 0.57% | $2.2B | +43.96% | -0.91% | -20.90% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 1% ($18.1M) | 0.50% | $1.9B | +20.91% | -1.63% | +6.85% | |
| CVX - CHEVRON CORP NEW | Add 2% ($32.9M) | 0.49% | $1.9B | +125.24% | -7.99% | -23.58% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($17.1M) | 0.49% | $1.8B | +117.64% | +2.99% | +5.87% | |
| PM - PHILIP MORRIS INTL INC | Add 5% ($91.9M) | 0.49% | $1.8B | +173.64% | +5.67% | -0.18% | |
| HD - HOME DEPOT INC | 0.49% | $1.8B | +62.08% | +3.29% | +20.51% | ||
| CSCO - CISCO SYS INC | Reduce 3% $(56.8M) | 0.47% | $1.8B | +107.47% | +4.13% | -2.37% | |
| IVV - ISHARES TR | 0.46% | $1.8B | +130.75% | +8.85% | +18.82% | ||
| IWM - ISHARES TR | New Purchase | 0.44% | $1.6B | +68.90% | +5.61% | +13.21% | |
| TWTR - TWITTER INC | Add 3% ($41.9M) | 0.43% | $1.6B | +31.02% | +47.09% | ||
| META - FACEBOOK INC | Add 1% ($8.9M) | 0.42% | $1.6B | +196.83% | +12.12% | +43.60% | |
| BA - BOEING CO | Add 2% ($32.0M) | 0.41% | $1.6B | -45.89% | -7.87% | -44.97% | |
| RTX - UNITED TECHNOLOGIES CORP | 0.41% | $1.6B | +155.30% | +2.51% | -19.25% | ||
| ISRG - INTUITIVE SURGICAL INC | Add 3% ($37.9M) | 0.41% | $1.5B | +147.27% | +8.11% | +35.56% | |
| HON - HONEYWELL INTL INC | 0.39% | $1.5B | +51.02% | -0.82% | +17.99% | ||
| PG - PROCTER & GAMBLE CO | 0.39% | $1.5B | +39.61% | +3.82% | +20.63% | ||
| NEE - NEXTERA ENERGY INC | Reduce 1% $(9.2M) | 0.39% | $1.5B | +89.28% | +23.06% | +37.84% | |
| PFE - PFIZER INC | Reduce 4% $(57.3M) | 0.39% | $1.5B | +9.30% | +0.17% | +6.07% | |
| ECL - ECOLAB INC | New Purchase | 0.38% | $1.4B | +47.76% | +7.91% | +11.67% | |
| PEP - PEPSICO INC | 0.38% | $1.4B | +41.73% | +9.70% | +12.22% | ||
| IVW - ISHARES TR | Reduce 3% $(39.9M) | 0.37% | $1.4B | +155.82% | +13.12% | +33.96% | |
| IWF - ISHARES TR | 0.37% | $1.4B | +163.95% | +13.53% | +36.31% | ||
| QQQ - INVESCO QQQ TR | Reduce 58% $(1.9B) | 0.36% | $1.4B | +196.67% | +16.10% | +45.80% | |
| GOOG - ALPHABET INC | Add 1% ($10.9M) | 0.36% | $1.4B | +338.56% | +15.22% | +35.06% | |
| KO - COCA COLA CO | New Purchase | 0.36% | $1.3B | +76.17% | +13.93% | +5.76% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Reduce 2% $(22.0M) | 0.36% | $1.3B | +81.46% | +2.60% | +7.02% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 2% $(29.9M) | 0.35% | $1.3B | +11.86% | +9.54% | +27.05% | |
| UNH - UNITEDHEALTH GROUP INC | Add 10% ($122.9M) | 0.35% | $1.3B | +17.87% | +18.43% | +41.65% | |
| MRK - MERCK & CO INC | Add 6% ($69.8M) | 0.35% | $1.3B | +82.71% | -1.97% | -2.42% | |
| BAC - BANK AMER CORP | Reduce 2% $(28.4M) | 0.35% | $1.3B | +73.49% | +4.67% | -14.04% | |
| MA - MASTERCARD INC | Add 1% ($9.3M) | 0.35% | $1.3B | +84.42% | +21.76% | +20.17% | |
| VTV - VANGUARD INDEX FDS | Reduce 2% $(28.1M) | 0.34% | $1.3B | +98.17% | +3.96% | +2.82% | |
| BAX - BAXTER INTL INC | Add 2% ($20.9M) | 0.34% | $1.3B | -76.45% | +14.81% | +1.63% | |
| MCD - MCDONALDS CORP | Add 2% ($30.4M) | 0.33% | $1.3B | +85.73% | +11.80% | +14.22% | |
| MINT - PIMCO ETF TR | New Purchase | 0.33% | $1.2B | +20.01% | +0.77% | +1.78% | |
| IVE - ISHARES TR | Reduce 3% $(36.1M) | 0.33% | $1.2B | +91.03% | +4.25% | +1.75% | |
| VUG - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 100% | 0.00% | $0.00 | +76.92% | +11.43% | +59.18% | |
| SPOT - SPOTIFY TECHNOLOGY S A | Reduce 100% | 0.00% | $0.00 | +220.82% | -2.72% | +65.37% | |
| VOO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||