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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2021-08-16 (Q2 2021) | Holdings: 31191 | Value: $759.4B | 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 | Add 1% ($170.6M) | 1.93% | $14.7B | +31.63% | +16.42% | +0.66% | |
| AAPL - APPLE INC | 1.90% | $14.5B | +72.89% | +2.32% | +16.84% | ||
| AMZN - AMAZON COM INC | Reduce 11% $(1.4B) | 1.47% | $11.1B | +27.09% | +8.28% | -13.29% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 45% $(7.9B) | 1.28% | $9.7B | +56.23% | +5.72% | -2.59% | |
| V - VISA INC | Add 2% ($95.3M) | 0.82% | $6.2B | +33.06% | -12.59% | -8.07% | |
| GOOGL - ALPHABET INC | Add 2% ($118.6M) | 0.67% | $5.1B | +110.48% | +7.48% | -13.21% | |
| IWF - ISHARES TR | Reduce 1% $(41.4M) | 0.67% | $5.1B | +55.57% | +8.46% | -8.93% | |
| JPM - JPMORGAN CHASE & CO | Reduce 1% $(62.4M) | 0.65% | $5.0B | +109.54% | +5.01% | -19.98% | |
| IWD - ISHARES TR | 0.62% | $4.7B | +44.41% | +2.79% | +0.15% | ||
| IEFA - ISHARES TR | Add 4% ($165.1M) | 0.61% | $4.7B | +37.72% | +0.85% | -15.17% | |
| SHOP - SHOPIFY INC | 0.58% | $4.4B | -20.16% | +10.24% | -74.89% | ||
| TWTR - TWITTER INC | 0.55% | $4.2B | -20.10% | -30.55% | |||
| META - FACEBOOK INC | Add 2% ($66.2M) | 0.51% | $3.8B | +58.86% | -6.12% | -51.83% | |
| IVV - ISHARES TR | Add 6% ($209.1M) | 0.49% | $3.7B | +56.67% | +5.76% | -2.59% | |
| BND - VANGUARD BD INDEX FDS | Add 70% ($1.5B) | 0.48% | $3.7B | -1.23% | -1.18% | -10.17% | |
| SQ - SQUARE INC | Reduce 3% $(99.8M) | 0.48% | $3.6B | -76.94% | -11.16% | -69.22% | |
| JNJ - JOHNSON & JOHNSON | 0.46% | $3.5B | +57.77% | -7.37% | -3.07% | ||
| TWLO - TWILIO INC | Reduce 1% $(33.8M) | 0.46% | $3.5B | -63.42% | -11.98% | -76.34% | |
| PM - PHILIP MORRIS INTL INC | Add 1% ($43.3M) | 0.45% | $3.4B | +102.49% | -7.38% | +4.14% | |
| VEEV - VEEVA SYS INC | Reduce 4% $(152.8M) | 0.43% | $3.2B | -44.65% | -0.70% | -29.07% | |
| ZM - ZOOM VIDEO COMMUNICATIONS IN | Add 8% ($231.7M) | 0.42% | $3.2B | -76.73% | -23.67% | -70.37% | |
| QQQ - INVESCO QQQ TR | Reduce 55% $(3.9B) | 0.42% | $3.2B | +62.25% | +8.72% | -9.79% | |
| SNAP - SNAP INC | Add 19% ($507.1M) | 0.41% | $3.1B | -93.53% | -23.25% | -82.99% | |
| HD - HOME DEPOT INC | 0.41% | $3.1B | +15.17% | +23.63% | +3.69% | ||
| DIS - DISNEY WALT CO | 0.40% | $3.1B | -44.31% | -11.19% | -30.67% | ||
| IEMG - ISHARES INC | Reduce 2% $(67.2M) | 0.39% | $2.9B | +30.14% | +2.96% | -15.87% | |
| VUG - VANGUARD INDEX FDS | 0.38% | $2.9B | +50.82% | +8.43% | -10.93% | ||
| GOOG - ALPHABET INC | Add 2% ($52.0M) | 0.38% | $2.9B | +109.29% | +7.87% | -12.93% | |
| VTV - VANGUARD INDEX FDS | Add 4% ($106.5M) | 0.38% | $2.9B | +55.05% | +2.43% | +2.97% | |
| UNH - UNITEDHEALTH GROUP INC | Add 4% ($120.4M) | 0.37% | $2.8B | -29.58% | +8.01% | +32.41% | |
| IWM - ISHARES TR | Reduce 19% $(640.4M) | 0.36% | $2.8B | +21.53% | +9.19% | -7.82% | |
| SNOW - SNOWFLAKE INC | Add 10% ($256.7M) | 0.36% | $2.7B | -45.06% | +44.99% | -41.24% | |
| SPOT - SPOTIFY TECHNOLOGY S A | Reduce 3% $(69.5M) | 0.35% | $2.7B | +135.99% | +32.35% | -44.45% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.35% | $2.7B | +66.08% | -2.41% | +5.45% | ||
| PYPL - PAYPAL HLDGS INC | Add 5% ($117.6M) | 0.35% | $2.6B | -83.48% | -25.06% | -63.88% | |
| NET - CLOUDFLARE INC | New Purchase | 0.34% | $2.6B | +71.64% | +76.18% | -38.02% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 2% $(45.1M) | 0.34% | $2.6B | +8.16% | -0.83% | -5.28% | |
| VOO - VANGUARD INDEX FDS | Add 1% ($30.5M) | 0.32% | $2.4B | +56.60% | +5.72% | -2.54% | |
| HON - HONEYWELL INTL INC | Add 1% ($15.5M) | 0.31% | $2.4B | +13.05% | -5.04% | -11.29% | |
| PG - PROCTER AND GAMBLE CO | Add 6% ($115.5M) | 0.29% | $2.2B | +12.05% | +2.50% | +5.82% | |
| MA - MASTERCARD INCORPORATED | New Purchase | 0.29% | $2.2B | +41.69% | -0.66% | -1.30% | |
| MINT - PIMCO ETF TR | Reduce 10% $(250.9M) | 0.28% | $2.2B | +17.50% | -0.17% | -1.90% | |
| OKTA - OKTA INC | New Purchase | 0.28% | $2.1B | -65.87% | +15.53% | -55.89% | |
| IVW - ISHARES TR | New Purchase | 0.28% | $2.1B | +52.96% | +8.61% | -6.66% | |
| AMGN - AMGEN INC | Add 2% ($42.8M) | 0.28% | $2.1B | +76.62% | -9.63% | +12.72% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | New Purchase | 0.27% | $2.1B | +43.11% | +1.02% | -14.28% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | -3.02% | -6.31% | -14.82% | |
| ISRG - INTUITIVE SURGICAL INC | Reduce 100% | 0.00% | $0.00 | +60.05% | +6.73% | -32.17% | |
| UBER - UBER TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | +75.51% | +7.59% | -25.07% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 100% | 0.00% | $0.00 | +16.08% | +14.13% | -1.61% | |