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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2021-05-17 (Q1 2021) | Holdings: 26544 | Value: $680.8B | 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 23% ($3.0B) | 2.39% | $16.3B | +67.46% | +5.97% | -4.52% | |
| AAPL - APPLE INC | Reduce 1% $(80.5M) | 1.89% | $12.9B | +105.53% | +15.82% | +11.90% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(78.0M) | 1.85% | $12.6B | +56.65% | +18.55% | +4.25% | |
| AMZN - AMAZON COM INC | Reduce 12% $(1.6B) | 1.65% | $11.2B | +26.51% | -2.77% | -34.94% | |
| QQQ - INVESCO QQQ TR | Add 12% ($688.0M) | 0.93% | $6.4B | +82.79% | +11.44% | -10.10% | |
| V - VISA INC | Reduce 1% $(52.6M) | 0.81% | $5.5B | +37.09% | +1.56% | -11.85% | |
| JPM - JPMORGAN CHASE & CO | Reduce 5% $(253.8M) | 0.72% | $4.9B | +101.65% | -4.98% | -25.22% | |
| IWF - ISHARES TR | Add 1% ($41.1M) | 0.67% | $4.6B | +75.38% | +11.46% | -9.92% | |
| IWD - ISHARES TR | Add 6% ($242.6M) | 0.66% | $4.5B | +46.53% | +0.38% | -3.50% | |
| IEFA - ISHARES TR | Add 4% ($148.2M) | 0.64% | $4.3B | +40.05% | +1.37% | -14.56% | |
| GOOGL - ALPHABET INC | 0.62% | $4.2B | +151.86% | +17.66% | -2.80% | ||
| TWTR - TWITTER INC | Add 7% ($253.2M) | 0.57% | $3.9B | +18.10% | -29.94% | ||
| JNJ - JOHNSON & JOHNSON | Add 3% ($112.0M) | 0.51% | $3.5B | +65.60% | +4.89% | +5.87% | |
| SQ - SQUARE INC | Reduce 5% $(180.3M) | 0.51% | $3.5B | -70.28% | +28.23% | -59.48% | |
| SHOP - SHOPIFY INC | Reduce 3% $(110.9M) | 0.49% | $3.3B | +7.35% | +34.77% | -67.36% | |
| IWM - ISHARES TR | New Purchase | 0.48% | $3.3B | +19.11% | -2.96% | -19.63% | |
| IVV - ISHARES TR | Reduce 1% $(36.5M) | 0.47% | $3.2B | +67.95% | +6.00% | -4.46% | |
| DIS - DISNEY WALT CO | Reduce 4% $(143.6M) | 0.47% | $3.2B | -42.06% | +2.63% | -38.74% | |
| META - FACEBOOK INC | Reduce 45% $(2.6B) | 0.47% | $3.2B | +82.71% | +12.63% | -39.09% | |
| PM - PHILIP MORRIS INTL INC | Reduce 5% $(145.7M) | 0.45% | $3.0B | +115.01% | +4.78% | +14.62% | |
| TWLO - TWILIO INC | Add 15% ($389.8M) | 0.45% | $3.0B | -58.36% | +12.19% | -67.69% | |
| HD - HOME DEPOT INC | Add 3% ($91.4M) | 0.43% | $2.9B | +16.14% | +1.01% | -9.04% | |
| IEMG - ISHARES INC | Add 5% ($146.3M) | 0.42% | $2.9B | +24.00% | -4.53% | -21.12% | |
| VEEV - VEEVA SYS INC | Reduce 1% $(26.2M) | 0.42% | $2.9B | -29.58% | +26.94% | -38.62% | |
| SPOT - SPOTIFY TECHNOLOGY S A | Reduce 13% $(413.6M) | 0.39% | $2.7B | +114.90% | -8.96% | -53.73% | |
| VTV - VANGUARD INDEX FDS | Add 8% ($198.5M) | 0.39% | $2.6B | +57.86% | +0.60% | +0.77% | |
| BSV - VANGUARD BD INDEX FDS | Add 10% ($238.3M) | 0.39% | $2.6B | +8.33% | +0.09% | -5.00% | |
| VUG - VANGUARD INDEX FDS | Reduce 1% $(15.7M) | 0.38% | $2.6B | +69.93% | +11.53% | -12.82% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce 2% $(44.0M) | 0.37% | $2.5B | +68.31% | +26.50% | -21.37% | |
| UNH - UNITEDHEALTH GROUP INC | Add 3% ($72.7M) | 0.37% | $2.5B | -28.04% | +2.24% | +16.61% | |
| ZM - ZOOM VIDEO COMMUNICATIONS IN | Add 6% ($129.6M) | 0.36% | $2.5B | -74.02% | +10.19% | -72.63% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($29.2M) | 0.36% | $2.4B | +65.13% | -1.32% | +5.67% | |
| MINT - PIMCO ETF TR | Add 7% ($163.9M) | 0.35% | $2.4B | +17.64% | +0.11% | -1.76% | |
| UBER - UBER TECHNOLOGIES INC | Reduce 14% $(375.3M) | 0.35% | $2.4B | +44.82% | -17.70% | -54.78% | |
| GOOG - ALPHABET INC | 0.35% | $2.4B | +147.52% | +16.88% | -3.80% | ||
| HON - HONEYWELL INTL INC | Add 2% ($47.5M) | 0.34% | $2.3B | +17.44% | +1.76% | -12.34% | |
| SNOW - SNOWFLAKE INC | New Purchase | 0.34% | $2.3B | -31.27% | +27.60% | -37.22% | |
| VOO - VANGUARD INDEX FDS | Add 3% ($56.8M) | 0.33% | $2.2B | +67.88% | +6.01% | -4.43% | |
| BND - VANGUARD BD INDEX FDS | Add 3% ($54.9M) | 0.31% | $2.1B | +0.94% | +2.15% | -8.62% | |
| AMGN - AMGEN INC | New Purchase | 0.31% | $2.1B | +62.16% | -9.32% | -0.01% | |
| PYPL - PAYPAL HLDGS INC | Add 5% ($96.3M) | 0.31% | $2.1B | -81.33% | +10.41% | -68.30% | |
| PG - PROCTER AND GAMBLE CO | Reduce 47% $(1.8B) | 0.30% | $2.1B | +19.31% | +5.67% | +8.81% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 4% $(89.2M) | 0.30% | $2.0B | -25.03% | +13.87% | -2.98% | |
| SNAP - SNAP INC | New Purchase | 0.29% | $2.0B | -91.51% | +32.84% | -58.04% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 1% ($12.9M) | 0.29% | $2.0B | +17.30% | -2.45% | -10.88% | |
| OKTA - OKTA INC | Reduce 100% | 0.00% | $0.00 | -65.99% | +0.37% | -65.46% | |
| XBI - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||