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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2021-02-16 (Q4 2020) | Holdings: 24833 | Value: $647.5B | 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 |
| AAPL - APPLE INC | Reduce 1% $(90.3M) | 2.17% | $14.1B | +92.93% | -3.63% | +29.44% | |
| AMZN - AMAZON COM INC | Add 16% ($1.9B) | 2.08% | $13.5B | +23.15% | +0.21% | -5.23% | |
| SPY - SPDR S&P 500 ETF TR | Add 22% ($2.3B) | 1.93% | $12.5B | +73.88% | +6.78% | +13.44% | |
| MSFT - MICROSOFT CORP | Add 2% ($215.9M) | 1.85% | $12.0B | +55.02% | +1.60% | +21.46% | |
| V - VISA INC | Add 4% ($198.2M) | 0.89% | $5.8B | +51.40% | +10.48% | +10.11% | |
| QQQ - INVESCO QQQ TR | Add 84% ($2.5B) | 0.86% | $5.6B | +73.25% | -2.30% | +4.40% | |
| META - FACEBOOK INC | Add 88% ($2.5B) | 0.83% | $5.4B | +99.30% | +16.30% | -23.42% | |
| IWF - ISHARES TR | 0.69% | $4.5B | +68.43% | -0.50% | +6.57% | ||
| JPM - JPMORGAN CHASE & CO | 0.67% | $4.3B | +123.85% | +15.07% | +7.71% | ||
| IEFA - ISHARES TR | Add 2% ($94.3M) | 0.62% | $4.0B | +42.28% | +4.06% | +1.99% | |
| PG - PROCTER AND GAMBLE CO | Add 2% ($80.8M) | 0.61% | $4.0B | +29.08% | +8.98% | +28.73% | |
| IWD - ISHARES TR | Add 3% ($106.7M) | 0.59% | $3.8B | +60.15% | +11.50% | +14.11% | |
| SPOT - SPOTIFY TECHNOLOGY S A | Reduce 5% $(189.4M) | 0.56% | $3.6B | +35.94% | -36.08% | -54.43% | |
| GOOGL - ALPHABET INC | Add 1% ($37.1M) | 0.55% | $3.6B | +163.38% | +9.31% | +26.59% | |
| SHOP - SHOPIFY INC | Reduce 12% $(498.3M) | 0.54% | $3.5B | -19.25% | -20.79% | -52.32% | |
| SQ - SQUARE INC | Reduce 34% $(1.8B) | 0.54% | $3.5B | -79.21% | -26.04% | -62.09% | |
| DIS - DISNEY WALT CO | Add 1% ($40.1M) | 0.51% | $3.3B | -47.92% | -8.24% | -17.48% | |
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(69.3M) | 0.50% | $3.2B | +70.32% | +3.93% | +3.28% | |
| TWTR - TWITTER INC | Add 14% ($387.1M) | 0.48% | $3.1B | -27.99% | -51.50% | ||
| IVV - ISHARES TR | Add 2% ($66.8M) | 0.48% | $3.1B | +74.46% | +6.81% | +13.54% | |
| VEEV - VEEVA SYS INC | Add 2% ($48.9M) | 0.46% | $3.0B | -44.40% | -21.66% | -30.70% | |
| PM - PHILIP MORRIS INTL INC | Add 1% ($24.6M) | 0.46% | $3.0B | +147.16% | +15.36% | +37.43% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce 11% $(348.5M) | 0.44% | $2.9B | +73.70% | +4.48% | +8.98% | |
| IEMG - ISHARES INC | Add 1% ($30.3M) | 0.41% | $2.6B | +12.11% | -7.60% | -10.93% | |
| TWLO - TWILIO INC | Reduce 23% $(761.9M) | 0.40% | $2.6B | -71.20% | -29.24% | -59.49% | |
| VUG - VANGUARD INDEX FDS | Add 1% ($12.8M) | 0.40% | $2.6B | +62.77% | -0.69% | +5.05% | |
| UBER - UBER TECHNOLOGIES INC | New Purchase | 0.40% | $2.6B | +15.88% | -21.25% | -40.81% | |
| HD - HOME DEPOT INC | Add 2% ($53.2M) | 0.38% | $2.5B | +33.50% | +16.87% | +28.91% | |
| ZM - ZOOM VIDEO COMMUNICATIONS IN | Reduce 8% $(215.5M) | 0.38% | $2.5B | -82.12% | -29.79% | -70.60% | |
| BSV - VANGUARD BD INDEX FDS | Add 5% ($114.5M) | 0.37% | $2.4B | +8.05% | -0.12% | -2.65% | |
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($46.1M) | 0.36% | $2.3B | -11.51% | +26.78% | +47.45% | |
| HON - HONEYWELL INTL INC | Reduce 1% $(18.9M) | 0.35% | $2.2B | +31.09% | +13.45% | -6.76% | |
| MINT - PIMCO ETF TR | Add 3% ($67.7M) | 0.35% | $2.2B | +17.59% | -0.03% | -0.61% | |
| VTV - VANGUARD INDEX FDS | Add 4% ($75.6M) | 0.34% | $2.2B | +75.76% | +13.28% | +18.42% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($14.9M) | 0.34% | $2.2B | +94.42% | +18.46% | +28.43% | |
| BND - VANGUARD BD INDEX FDS | Add 4% ($87.5M) | 0.33% | $2.2B | -0.70% | -1.32% | -3.99% | |
| VOO - VANGUARD INDEX FDS | Add 2% ($43.8M) | 0.32% | $2.0B | +74.38% | +6.78% | +13.49% | |
| OKTA - OKTA INC | Reduce 29% $(823.9M) | 0.32% | $2.0B | -72.99% | -19.51% | -37.93% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 6% $(122.3M) | 0.31% | $2.0B | -16.57% | +12.17% | +27.27% | |
| GOOG - ALPHABET INC | New Purchase | 0.31% | $2.0B | +162.27% | +10.54% | +26.01% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 2% ($31.8M) | 0.31% | $2.0B | +21.98% | +4.58% | +0.15% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 0.30% | $1.9B | -84.91% | -17.90% | -64.65% | |
| XBI - SPDR SER TR | New Purchase | 0.29% | $1.9B | -25.06% | -20.54% | -43.14% | |
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | +37.00% | +9.39% | -1.52% | |
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | +35.87% | +10.71% | -11.19% | |
| BABA - ALIBABA GROUP HLDG LTD | Reduce 100% | 0.00% | $0.00 | -66.62% | -22.09% | -54.07% | |
| IVW - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| CVNA - CARVANA CO | Reduce 100% | 0.00% | $0.00 | -10.81% | -22.41% | -53.69% | |
| COUP - COUPA SOFTWARE INC | Reduce 100% | 0.00% | $0.00 | ||||