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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2021-11-15 (Q3 2021) | Holdings: 33150 | Value: $742.5B | 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 |
| MSFT - MICROSOFT CORP | Add 12% ($1.8B) | 2.29% | $17.0B | +14.44% | -10.43% | -27.18% | |
| AAPL - APPLE INC | Reduce 1% $(127.0M) | 2.00% | $14.8B | +72.97% | +15.23% | -0.19% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 6% $(564.4M) | 1.23% | $9.1B | +48.10% | -4.06% | -14.07% | |
| AMZN - AMAZON COM INC | Reduce 18% $(1.9B) | 1.18% | $8.7B | +17.70% | -10.65% | -45.11% | |
| V - VISA INC | Add 1% ($87.6M) | 0.81% | $6.0B | +47.12% | +8.03% | -0.20% | |
| GOOGL - ALPHABET INC | 0.76% | $5.6B | +95.71% | -7.03% | -33.28% | ||
| JPM - JPMORGAN CHASE & CO | Add 1% ($41.0M) | 0.71% | $5.3B | +96.46% | -6.66% | -17.80% | |
| IWF - ISHARES TR | Reduce 5% $(269.7M) | 0.65% | $4.8B | +44.63% | -9.19% | -24.81% | |
| IWD - ISHARES TR | Add 4% ($166.4M) | 0.65% | $4.8B | +39.58% | -0.99% | -5.89% | |
| IEFA - ISHARES TR | Add 4% ($163.3M) | 0.64% | $4.8B | +36.11% | -4.00% | -17.54% | |
| SHOP - SHOPIFY INC | Reduce 1% $(32.2M) | 0.54% | $4.0B | -27.23% | -54.18% | -76.37% | |
| SNOW - SNOWFLAKE INC | Add 15% ($513.8M) | 0.53% | $3.9B | -61.82% | -22.86% | -60.97% | |
| BND - VANGUARD BD INDEX FDS | Add 5% ($196.6M) | 0.52% | $3.8B | +0.09% | -3.65% | -12.78% | |
| META - FACEBOOK INC | Add 1% ($25.4M) | 0.51% | $3.8B | +67.70% | -37.02% | -67.07% | |
| IVV - ISHARES TR | Add 1% ($52.6M) | 0.51% | $3.8B | +48.45% | -4.08% | -14.05% | |
| TWTR - TWITTER INC | Reduce 1% $(49.6M) | 0.49% | $3.6B | -31.44% | |||
| SQ - SQUARE INC | Reduce 1% $(33.8M) | 0.47% | $3.5B | -73.98% | -52.88% | -69.93% | |
| SNAP - SNAP INC | Add 3% ($94.4M) | 0.47% | $3.5B | -91.75% | -28.27% | -80.15% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(30.4M) | 0.46% | $3.4B | +70.42% | +3.14% | +9.10% | |
| PM - PHILIP MORRIS INTL INC | Add 1% ($46.1M) | 0.45% | $3.3B | +115.09% | +18.88% | +5.04% | |
| QQQ - INVESCO QQQ TR | Add 1% ($24.1M) | 0.44% | $3.2B | +50.67% | -9.49% | -27.07% | |
| HD - HOME DEPOT INC | 0.43% | $3.2B | -3.71% | -7.97% | -15.65% | ||
| GOOG - ALPHABET INC | Add 1% ($26.8M) | 0.42% | $3.1B | +93.88% | -7.83% | -33.64% | |
| DIS - DISNEY WALT CO | Add 2% ($72.9M) | 0.41% | $3.0B | -37.98% | -1.70% | -40.93% | |
| BSV - VANGUARD BD INDEX FDS | Add 17% ($440.8M) | 0.41% | $3.0B | +9.20% | -1.87% | -5.72% | |
| VTV - VANGUARD INDEX FDS | Add 5% ($135.3M) | 0.40% | $2.9B | +50.37% | +1.05% | -0.56% | |
| VUG - VANGUARD INDEX FDS | 0.40% | $2.9B | +40.19% | -10.38% | -28.24% | ||
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($61.3M) | 0.38% | $2.8B | -35.39% | +6.32% | +14.39% | |
| NET - CLOUDFLARE INC | 0.37% | $2.8B | +0.65% | -45.37% | -74.30% | ||
| IEMG - ISHARES INC | Add 2% ($56.7M) | 0.37% | $2.8B | +25.61% | -2.52% | -23.85% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.35% | $2.6B | +68.45% | +10.96% | +8.54% | ||
| MINT - PIMCO ETF TR | Add 18% ($383.3M) | 0.34% | $2.5B | +17.71% | -0.56% | -1.76% | |
| VOO - VANGUARD INDEX FDS | Add 4% ($99.3M) | 0.34% | $2.5B | +48.42% | -4.06% | -14.06% | |
| RBLX - ROBLOX CORP | New Purchase | 0.33% | $2.5B | -47.15% | -49.66% | -67.84% | |
| TWLO - TWILIO INC | Reduce 13% $(376.6M) | 0.33% | $2.4B | -59.22% | -39.39% | -83.53% | |
| PYPL - PAYPAL HLDGS INC | Add 2% ($53.8M) | 0.32% | $2.4B | -78.84% | -48.56% | -59.50% | |
| HON - HONEYWELL INTL INC | Add 1% ($29.9M) | 0.31% | $2.3B | +17.91% | -15.08% | -1.88% | |
| PG - PROCTER AND GAMBLE CO | Add 3% ($63.6M) | 0.31% | $2.3B | +9.10% | +7.78% | -1.45% | |
| ZM - ZOOM VIDEO COMMUNICATIONS IN | Add 7% ($141.8M) | 0.31% | $2.3B | -69.43% | -47.33% | -68.25% | |
| VEEV - VEEVA SYS INC | Reduce 24% $(717.2M) | 0.31% | $2.3B | -44.12% | -27.03% | -39.79% | |
| IWM - ISHARES TR | Reduce 17% $(433.8M) | 0.30% | $2.2B | +10.41% | -12.89% | -21.51% | |
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 0.29% | $2.2B | -21.04% | -12.66% | -14.79% | |
| IVW - ISHARES TR | 0.29% | $2.2B | +42.09% | -8.17% | -24.14% | ||
| BX - BLACKSTONE INC | New Purchase | 0.28% | $2.1B | -6.25% | -9.84% | -30.78% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Add 4% ($89.3M) | 0.28% | $2.1B | +41.07% | -3.65% | -17.15% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.28% | $2.1B | -42.00% | -8.91% | -19.55% | |
| MA - MASTERCARD INCORPORATED | Reduce 100% | 0.00% | $0.00 | +48.71% | +5.12% | -5.48% | |
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | +49.52% | +7.95% | +40.72% | |
| OKTA - OKTA INC | Reduce 100% | 0.00% | $0.00 | -70.17% | -27.48% | -80.61% | |
| SPOT - SPOTIFY TECHNOLOGY S A | Reduce 100% | 0.00% | $0.00 | +70.97% | -41.24% | -70.43% | |