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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2020-05-15 (Q1 2020) | Holdings: 22912 | Value: $368.6B | 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 30% ($3.1B) | 3.65% | $13.5B | +141.42% | +15.82% | +44.07% | |
| MSFT - MICROSOFT CORP | Add 1% ($120.8M) | 2.36% | $8.7B | +109.79% | +13.52% | +33.34% | |
| AAPL - APPLE INC | Add 12% ($935.1M) | 2.34% | $8.6B | +234.49% | +46.65% | +62.37% | |
| AMZN - AMAZON COM INC | Add 4% ($266.0M) | 1.90% | $7.0B | +73.24% | +32.36% | +36.02% | |
| V - VISA INC | 1.06% | $3.9B | +67.55% | +6.24% | +21.17% | ||
| IEFA - ISHARES TR | Add 199% ($2.1B) | 0.85% | $3.1B | +105.04% | +17.42% | +45.25% | |
| IWF - ISHARES TR | Add 128% ($1.7B) | 0.83% | $3.1B | +147.75% | +20.15% | +41.05% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($39.7M) | 0.78% | $2.9B | +286.60% | +13.52% | +91.70% | |
| IWD - ISHARES TR | New Purchase | 0.75% | $2.8B | +121.88% | +12.64% | +51.40% | |
| JNJ - JOHNSON & JOHNSON | Add 4% ($106.4M) | 0.71% | $2.6B | +89.59% | -1.62% | +14.76% | |
| GOOGL - ALPHABET INC | Add 4% ($91.9M) | 0.62% | $2.3B | +325.88% | +11.36% | +68.11% | |
| PM - PHILIP MORRIS INTL INC | Add 12% ($236.8M) | 0.61% | $2.2B | +219.33% | +14.14% | +48.58% | |
| IVV - ISHARES TR | Add 39% ($611.5M) | 0.59% | $2.2B | +142.32% | +15.84% | +44.20% | |
| MINT - PIMCO ETF TR | New Purchase | 0.54% | $2.0B | +19.75% | +1.30% | +1.80% | |
| BSV - VANGUARD BD INDEX FDS | New Purchase | 0.51% | $1.9B | +9.29% | +0.71% | +0.88% | |
| BND - VANGUARD BD INDEX FDS | New Purchase | 0.51% | $1.9B | +0.31% | +1.79% | -0.54% | |
| QQQ - INVESCO QQQ TR | Add 27% ($383.3M) | 0.49% | $1.8B | +164.50% | +21.88% | +44.27% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 5% ($85.9M) | 0.49% | $1.8B | +26.53% | +6.81% | +8.70% | |
| IEMG - ISHARES INC | New Purchase | 0.48% | $1.8B | +86.89% | +22.63% | +48.68% | |
| DIS - DISNEY WALT CO | Add 5% ($88.8M) | 0.48% | $1.8B | -13.82% | +13.02% | +48.58% | |
| META - FACEBOOK INC | Add 14% ($217.7M) | 0.47% | $1.7B | +171.80% | +23.10% | +48.70% | |
| T - AT&T INC | Add 2% ($32.1M) | 0.47% | $1.7B | +88.43% | +4.75% | +16.05% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 4% ($68.3M) | 0.46% | $1.7B | +175.40% | +18.84% | +66.22% | |
| SHOP - SHOPIFY INC | Add 13% ($198.6M) | 0.46% | $1.7B | +54.05% | +31.55% | +42.39% | |
| VUG - VANGUARD INDEX FDS | New Purchase | 0.45% | $1.7B | +142.50% | +21.06% | +42.27% | |
| HD - HOME DEPOT INC | Add 8% ($115.4M) | 0.44% | $1.6B | +54.67% | +17.95% | +33.18% | |
| IWM - ISHARES TR | New Purchase | 0.43% | $1.6B | +103.06% | +20.53% | +70.43% | |
| VEEV - VEEVA SYS INC | New Purchase | 0.43% | $1.6B | -12.53% | +30.09% | +23.45% | |
| VTV - VANGUARD INDEX FDS | Add 50% ($510.3M) | 0.42% | $1.5B | +134.06% | +10.93% | +48.42% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 1% $(21.6M) | 0.41% | $1.5B | +0.31% | +7.84% | +39.05% | |
| TIP - ISHARES TR | New Purchase | 0.41% | $1.5B | +10.91% | +3.28% | +6.72% | |
| ISRG - INTUITIVE SURGICAL INC | Add 6% ($82.3M) | 0.41% | $1.5B | +160.19% | +30.57% | +53.71% | |
| PG - PROCTER & GAMBLE CO | Add 14% ($181.1M) | 0.40% | $1.5B | +43.76% | +17.52% | +21.61% | |
| NEE - NEXTERA ENERGY INC | Reduce 6% $(87.1M) | 0.40% | $1.5B | +84.47% | +21.63% | +25.48% | |
| SPOT - SPOTIFY TECHNOLOGY S A | Add 14% ($170.6M) | 0.39% | $1.4B | +203.07% | +62.44% | +39.58% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Add 33% ($354.4M) | 0.38% | $1.4B | +115.10% | +18.12% | +47.41% | |
| AMGN - AMGEN INC | Add 12% ($151.9M) | 0.38% | $1.4B | +72.50% | +0.40% | +6.51% | |
| PFE - PFIZER INC | Add 4% ($50.0M) | 0.38% | $1.4B | +2.34% | +1.00% | +15.01% | |
| VOO - VANGUARD INDEX FDS | Add 24% ($269.1M) | 0.37% | $1.4B | +142.37% | +15.89% | +44.29% | |
| WORK - SLACK TECHNOLOGIES INC | New Purchase | 0.37% | $1.4B | -9.72% | +31.59% | ||
| IVW - ISHARES TR | Add 8% ($98.0M) | 0.37% | $1.4B | +143.75% | +19.26% | +40.81% | |
| NOW - SERVICENOW INC | Reduce 5% $(75.7M) | 0.36% | $1.3B | +38.29% | +17.03% | +20.21% | |
| INTC - INTEL CORP | Add 1% ($9.9M) | 0.36% | $1.3B | -17.14% | -17.54% | -4.93% | |
| GOOG - ALPHABET INC | Add 3% ($41.6M) | 0.36% | $1.3B | +324.77% | +11.47% | +70.47% | |
| MRK - MERCK & CO. INC | 0.35% | $1.3B | +88.17% | +5.47% | +1.79% | ||
| KO - COCA COLA CO | Reduce 100% | 0.00% | $0.00 | +65.49% | +8.54% | +26.03% | |
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | +50.51% | -6.17% | +20.94% | |
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | +113.22% | -1.76% | +25.19% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | +104.63% | +23.53% | +54.00% | |
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | +95.44% | +22.34% | +76.86% | |
| IVE - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | +82.33% | +16.66% | +31.86% | |
| MA - MASTERCARD INC | Reduce 100% | 0.00% | $0.00 | +91.44% | +15.84% | +27.90% | |
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | +35.82% | +1.56% | +10.06% | |
| RTX - UNITED TECHNOLOGIES CORP | Reduce 100% | 0.00% | $0.00 | +144.60% | +13.63% | +58.83% | |
| BAC - BANK AMER CORP | Reduce 100% | 0.00% | $0.00 | +137.13% | +16.33% | +95.47% | |