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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2020-02-14 (Q4 2019) | Holdings: 22495 | Value: $430.0B | 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 1% $(190.3M) | 3.00% | $12.9B | +111.48% | -14.43% | +18.76% | |
| AAPL - APPLE INC | Reduce 1% $(85.8M) | 2.06% | $8.9B | +233.06% | -2.16% | +70.25% | |
| MSFT - MICROSOFT CORP | Add 1% ($59.9M) | 1.99% | $8.6B | +110.53% | -1.05% | +32.69% | |
| AMZN - AMAZON COM INC | 1.49% | $6.4B | +96.02% | +13.40% | +53.83% | ||
| V - VISA INC | Add 2% ($71.5M) | 1.06% | $4.5B | +50.25% | -12.48% | -0.38% | |
| JPM - JPMORGAN CHASE & CO | 1.02% | $4.4B | +152.25% | -36.80% | +9.23% | ||
| JNJ - JOHNSON & JOHNSON | Add 1% ($32.5M) | 0.65% | $2.8B | +93.36% | +0.62% | +12.69% | |
| GOOGL - ALPHABET INC | Add 2% ($58.8M) | 0.58% | $2.5B | +282.92% | -9.33% | +39.38% | |
| DIS - DISNEY WALT CO | Reduce 36% $(1.4B) | 0.58% | $2.5B | -29.04% | -21.56% | +34.05% | |
| PM - PHILIP MORRIS INTL INC | Add 13% ($268.5M) | 0.54% | $2.3B | +156.47% | -21.85% | +3.81% | |
| T - AT&T INC | Add 2% ($35.7M) | 0.53% | $2.3B | +45.59% | -24.55% | -18.59% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($23.2M) | 0.47% | $2.0B | +111.67% | -25.24% | +8.34% | |
| IVV - ISHARES TR | Add 4% ($69.9M) | 0.46% | $2.0B | +112.13% | -14.52% | +18.78% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 2% ($30.8M) | 0.46% | $2.0B | +21.13% | -5.89% | -3.79% | |
| CVX - CHEVRON CORP NEW | Add 3% ($53.2M) | 0.45% | $1.9B | +147.60% | -18.20% | -9.50% | |
| META - FACEBOOK INC | Add 3% ($47.4M) | 0.43% | $1.9B | +170.02% | -1.25% | +28.29% | |
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($10.9M) | 0.42% | $1.8B | +0.35% | -2.49% | +10.11% | |
| HD - HOME DEPOT INC | Add 2% ($39.6M) | 0.41% | $1.8B | +56.34% | -1.60% | +15.13% | |
| RTX - UNITED TECHNOLOGIES CORP | 0.40% | $1.7B | +147.55% | -40.74% | -17.19% | ||
| ISRG - INTUITIVE SURGICAL INC | 0.39% | $1.7B | +129.99% | -13.46% | +31.70% | ||
| CSCO - CISCO SYS INC | Reduce 4% $(61.3M) | 0.39% | $1.7B | +98.26% | -4.55% | +2.83% | |
| BAC - BANK AMER CORP | Add 3% ($47.1M) | 0.38% | $1.6B | +63.37% | -37.94% | +1.21% | |
| QQQ - INVESCO QQQ TR | Add 5% ($80.3M) | 0.37% | $1.6B | +156.90% | -4.17% | +44.75% | |
| PFE - PFIZER INC | Add 1% ($16.8M) | 0.37% | $1.6B | +8.43% | +4.34% | +4.35% | |
| IWF - ISHARES TR | Add 2% ($27.3M) | 0.37% | $1.6B | +133.51% | -7.62% | +34.47% | |
| HON - HONEYWELL INTL INC | Add 1% ($14.3M) | 0.36% | $1.6B | +51.70% | -29.47% | +15.59% | |
| NEE - NEXTERA ENERGY INC | Add 3% ($40.0M) | 0.36% | $1.6B | +54.93% | -18.20% | +18.38% | |
| SPOT - SPOTIFY TECHNOLOGY S A | New Purchase | 0.36% | $1.5B | +242.69% | +12.25% | +149.99% | |
| MRK - MERCK & CO INC | Add 6% ($80.6M) | 0.35% | $1.5B | +85.42% | -2.95% | -7.57% | |
| ACN - ACCENTURE PLC IRELAND | Add 3% ($43.4M) | 0.35% | $1.5B | +2.72% | -13.08% | +22.85% | |
| IVW - ISHARES TR | Reduce 1% $(21.5M) | 0.35% | $1.5B | +126.81% | -8.70% | +29.84% | |
| AMGN - AMGEN INC | New Purchase | 0.35% | $1.5B | +88.78% | +7.89% | +6.78% | |
| GOOG - ALPHABET INC | Reduce 1% $(8.6M) | 0.34% | $1.5B | +281.80% | -9.36% | +40.06% | |
| PG - PROCTER & GAMBLE CO | Reduce 1% $(7.4M) | 0.34% | $1.5B | +33.45% | -8.31% | +4.18% | |
| INTC - INTEL CORP | New Purchase | 0.34% | $1.5B | -25.32% | -12.08% | -3.85% | |
| PEP - PEPSICO INC | Add 2% ($24.7M) | 0.34% | $1.4B | +27.88% | -6.96% | -5.99% | |
| MA - MASTERCARD INC | 0.33% | $1.4B | +51.30% | -18.22% | +0.41% | ||
| KO - COCA COLA CO | Add 5% ($65.7M) | 0.33% | $1.4B | +53.90% | -27.04% | -13.07% | |
| SHOP - SHOPIFY INC | New Purchase | 0.33% | $1.4B | +122.13% | +43.63% | +176.03% | |
| VEA - VANGUARD TAX MANAGED INTL FD | Reduce 3% $(37.1M) | 0.33% | $1.4B | +76.98% | -19.72% | +17.13% | |
| NOW - SERVICENOW INC | New Purchase | 0.32% | $1.4B | +46.84% | +4.06% | +64.53% | |
| VTV - VANGUARD INDEX FDS | Add 1% ($7.3M) | 0.32% | $1.4B | +89.93% | -21.20% | +6.44% | |
| VOO - VANGUARD INDEX FDS | New Purchase | 0.32% | $1.4B | +112.08% | -14.54% | +18.79% | |
| IEFA - ISHARES TR | New Purchase | 0.32% | $1.4B | +68.54% | -19.81% | +15.58% | |
| MCD - MCDONALDS CORP | Add 18% ($209.2M) | 0.32% | $1.4B | +66.30% | -19.00% | +2.07% | |
| IVE - ISHARES TR | Add 1% ($9.7M) | 0.32% | $1.4B | +82.88% | -21.61% | +5.09% | |
| IWM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| BA - BOEING CO | Reduce 100% | 0.00% | $0.00 | -54.12% | -64.58% | -35.89% | |
| ECL - ECOLAB INC | Reduce 100% | 0.00% | $0.00 | +26.38% | -5.75% | +2.76% | |
| BAX - BAXTER INTL INC | Reduce 100% | 0.00% | $0.00 | -59.75% | -5.63% | -15.02% | |
| TWTR - TWITTER INC | Reduce 100% | 0.00% | $0.00 | ||||
| MINT - PIMCO ETF TR | Reduce 100% | 0.00% | $0.00 | ||||