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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2020-08-14 (Q2 2020) | Holdings: 22606 | Value: $451.8B | 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 |
| MSFT - MICROSOFT CORP | Reduce 2% $(241.6M) | 2.43% | $11.0B | +85.40% | +3.89% | +41.91% | |
| AAPL - APPLE INC | Reduce 17% $(2.1B) | 2.27% | $10.3B | +125.23% | +3.83% | +31.04% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 36% $(5.9B) | 2.26% | $10.2B | +108.43% | +7.72% | +34.23% | |
| AMZN - AMAZON COM INC | Add 1% ($120.3M) | 2.22% | $10.0B | +31.27% | -1.33% | +3.97% | |
| V - VISA INC | Add 3% ($145.1M) | 1.07% | $4.8B | +59.41% | +7.97% | +19.99% | |
| SHOP - SHOPIFY INC | Add 4% ($146.8M) | 0.88% | $4.0B | +18.74% | -7.99% | +49.05% | |
| IWF - ISHARES TR | Reduce 6% $(251.6M) | 0.81% | $3.7B | +107.27% | +7.04% | +34.19% | |
| PG - PROCTER AND GAMBLE CO | Add 104% ($1.7B) | 0.72% | $3.3B | +22.84% | +6.14% | +9.81% | |
| IEFA - ISHARES TR | Reduce 11% $(383.0M) | 0.71% | $3.2B | +75.10% | +7.84% | +28.34% | |
| SPOT - SPOTIFY TECHNOLOGY S A | Add 5% ($152.5M) | 0.70% | $3.2B | +90.68% | -3.33% | -17.88% | |
| JPM - JPMORGAN CHASE & CO | Add 4% ($130.7M) | 0.69% | $3.1B | +234.54% | +16.64% | +61.03% | |
| IWD - ISHARES TR | Reduce 3% $(93.7M) | 0.68% | $3.1B | +96.44% | +9.63% | +36.74% | |
| JNJ - JOHNSON & JOHNSON | Add 5% ($142.8M) | 0.65% | $2.9B | +93.58% | +2.38% | +23.06% | |
| GOOGL - ALPHABET INC | Add 1% ($27.8M) | 0.62% | $2.8B | +282.51% | +17.02% | +82.47% | |
| SQ - SQUARE INC | New Purchase | 0.59% | $2.7B | -58.35% | +23.99% | +82.30% | |
| IVV - ISHARES TR | Reduce 5% $(124.6M) | 0.55% | $2.5B | +109.15% | +7.70% | +34.35% | |
| QQQ - INVESCO QQQ TR | Add 4% ($100.9M) | 0.55% | $2.5B | +118.13% | +7.20% | +35.48% | |
| VEEV - VEEVA SYS INC | Add 3% ($62.3M) | 0.54% | $2.4B | -32.59% | +1.54% | +22.49% | |
| PM - PHILIP MORRIS INTL INC | Add 12% ($265.4M) | 0.53% | $2.4B | +182.67% | +3.12% | +39.72% | |
| META - FACEBOOK INC | Add 2% ($43.3M) | 0.53% | $2.4B | +119.66% | +6.27% | +39.64% | |
| ZM - ZOOM VIDEO COMMUNICATIONS IN | New Purchase | 0.53% | $2.4B | -67.68% | +60.49% | +40.09% | |
| IWM - ISHARES TR | Add 17% ($330.0M) | 0.51% | $2.3B | +68.90% | +13.21% | +40.53% | |
| HD - HOME DEPOT INC | Add 4% ($97.3M) | 0.50% | $2.3B | +32.91% | -1.18% | +20.45% | |
| VUG - VANGUARD INDEX FDS | Reduce 3% $(54.2M) | 0.46% | $2.1B | +101.28% | +7.22% | +34.44% | |
| TWLO - TWILIO INC | New Purchase | 0.46% | $2.1B | -48.22% | +14.62% | +42.64% | |
| OKTA - OKTA INC | New Purchase | 0.46% | $2.1B | -60.66% | +11.33% | +15.85% | |
| DIS - DISNEY WALT CO | 0.45% | $2.0B | -24.17% | +11.20% | +37.66% | ||
| BSV - VANGUARD BD INDEX FDS | Add 6% ($105.2M) | 0.45% | $2.0B | +8.51% | +0.09% | +0.35% | |
| MINT - PIMCO ETF TR | Reduce 2% $(38.3M) | 0.45% | $2.0B | +18.19% | +0.24% | +0.58% | |
| COUP - COUPA SOFTWARE INC | New Purchase | 0.44% | $2.0B | -0.41% | -27.20% | ||
| IEMG - ISHARES INC | Reduce 6% $(124.2M) | 0.43% | $2.0B | +53.07% | +9.98% | +19.89% | |
| BND - VANGUARD BD INDEX FDS | Add 1% ($22.5M) | 0.43% | $2.0B | -1.43% | -0.13% | -0.12% | |
| T - AT&T INC | Add 8% ($136.3M) | 0.43% | $1.9B | +78.50% | -1.92% | +0.63% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 3% ($62.0M) | 0.42% | $1.9B | +18.57% | +4.78% | -0.49% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.42% | $1.9B | -6.45% | +6.25% | +43.71% | |
| UNH - UNITEDHEALTH GROUP INC | Add 3% ($60.4M) | 0.41% | $1.9B | -7.25% | +11.46% | +31.74% | |
| AMGN - AMGEN INC | Add 12% ($203.6M) | 0.41% | $1.8B | +73.81% | -0.81% | -0.99% | |
| WORK - SLACK TECHNOLOGIES INC | Add 9% ($135.8M) | 0.38% | $1.7B | -8.33% | |||
| VTV - VANGUARD INDEX FDS | 0.38% | $1.7B | +110.11% | +9.02% | +36.06% | ||
| ISRG - INTUITIVE SURGICAL INC | Reduce 2% $(42.6M) | 0.37% | $1.7B | +101.89% | +10.68% | +48.64% | |
| IVW - ISHARES TR | Reduce 3% $(47.3M) | 0.37% | $1.7B | +104.76% | +7.23% | +34.74% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.37% | $1.7B | +128.14% | +10.97% | +37.80% | ||
| GOOG - ALPHABET INC | Reduce 1% $(22.3M) | 0.35% | $1.6B | +281.89% | +17.61% | +83.43% | |
| VOO - VANGUARD INDEX FDS | Reduce 5% $(75.0M) | 0.35% | $1.6B | +109.18% | +7.72% | +34.41% | |
| CSCO - CISCO SYS INC | New Purchase | 0.33% | $1.5B | +114.42% | +0.90% | +36.48% | |
| MRK - MERCK & CO. INC | Reduce 100% | 0.00% | $0.00 | +43.89% | -4.17% | +0.17% | |
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | -12.55% | -0.86% | +41.25% | |
| TIP - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| NOW - SERVICENOW INC | Reduce 100% | 0.00% | $0.00 | +140.16% | +14.94% | +32.78% | |
| NEE - NEXTERA ENERGY INC | Reduce 100% | 0.00% | $0.00 | +24.14% | +10.82% | +21.48% | |
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | -45.44% | -5.26% | +11.73% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Reduce 100% | 0.00% | $0.00 | ||||