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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2022-02-14 (Q4 2021) | Holdings: 33624 | Value: $809.9B | 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 | Add 16% ($2.9B) | 2.65% | $21.5B | +51.50% | -14.75% | -8.60% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(324.3M) | 2.47% | $20.0B | +27.81% | -12.66% | -9.16% | |
| SPY - SPDR S&P 500 ETF TR | Add 56% ($5.7B) | 1.96% | $15.8B | +55.36% | -9.55% | -5.19% | |
| AMZN - AMAZON COM INC | Add 2% ($190.3M) | 1.12% | $9.1B | +32.15% | -29.69% | -35.81% | |
| GOOGL - ALPHABET INC | Add 48% ($2.9B) | 1.11% | $9.0B | +110.75% | -16.81% | -29.53% | |
| QQQ - INVESCO QQQ TR | Add 71% ($2.6B) | 0.76% | $6.2B | +67.94% | -15.33% | -11.77% | |
| V - VISA INC | Add 5% ($311.3M) | 0.76% | $6.1B | +37.12% | -12.80% | +1.52% | |
| IWF - ISHARES TR | Add 3% ($141.9M) | 0.68% | $5.5B | +60.55% | -15.42% | -10.90% | |
| IWD - ISHARES TR | Add 4% ($220.6M) | 0.66% | $5.4B | +41.79% | -5.14% | -0.26% | |
| JPM - JPMORGAN CHASE & CO | 0.63% | $5.1B | +111.15% | -22.89% | -3.86% | ||
| IEFA - ISHARES TR | Add 5% ($228.5M) | 0.62% | $5.0B | +43.18% | -12.25% | -4.87% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 93% ($2.3B) | 0.60% | $4.9B | -12.33% | -4.90% | +0.11% | |
| IVV - ISHARES TR | Add 4% ($167.6M) | 0.53% | $4.3B | +55.76% | -9.56% | -5.18% | |
| SNOW - SNOWFLAKE INC | Reduce 5% $(232.1M) | 0.51% | $4.1B | -49.53% | -51.64% | -41.34% | |
| BND - VANGUARD BD INDEX FDS | Add 9% ($326.2M) | 0.51% | $4.1B | +3.94% | -5.74% | -8.18% | |
| HD - HOME DEPOT INC | 0.50% | $4.0B | +3.03% | -16.25% | -7.54% | ||
| SHOP - SHOPIFY INC | Reduce 3% $(112.9M) | 0.49% | $4.0B | +37.22% | -58.36% | -38.24% | |
| META - META PLATFORMS INC | 0.46% | $3.7B | +161.54% | -9.27% | -19.64% | ||
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($88.5M) | 0.46% | $3.7B | -38.70% | +3.09% | +4.54% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($22.0M) | 0.45% | $3.6B | +66.30% | +7.88% | -1.55% | |
| RBLX - ROBLOX CORP | Add 3% ($118.0M) | 0.43% | $3.5B | -18.10% | -53.46% | -34.72% | |
| GOOG - ALPHABET INC | Add 1% ($24.0M) | 0.42% | $3.4B | +110.38% | -16.50% | -29.37% | |
| PM - PHILIP MORRIS INTL INC | Add 1% ($35.5M) | 0.42% | $3.4B | +84.61% | -1.84% | -2.53% | |
| VTV - VANGUARD INDEX FDS | Add 3% ($90.1M) | 0.41% | $3.3B | +49.72% | -2.68% | +1.99% | |
| NET - CLOUDFLARE INC | Add 1% ($26.9M) | 0.40% | $3.3B | +89.29% | -47.38% | -33.58% | |
| VUG - VANGUARD INDEX FDS | 0.40% | $3.2B | +57.38% | -17.32% | -13.23% | ||
| BSV - VANGUARD BD INDEX FDS | Add 2% ($66.2M) | 0.38% | $3.0B | +11.41% | -2.02% | -3.33% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($65.3M) | 0.36% | $2.9B | +51.34% | -2.32% | -2.21% | |
| DIS - DISNEY WALT CO | Add 4% ($101.2M) | 0.36% | $2.9B | -35.75% | -31.50% | -28.85% | |
| VOO - VANGUARD INDEX FDS | Add 1% ($28.4M) | 0.35% | $2.8B | +55.60% | -9.58% | -5.22% | |
| IEMG - ISHARES INC | Add 6% ($156.3M) | 0.35% | $2.8B | +30.93% | -16.73% | -15.16% | |
| PG - PROCTER AND GAMBLE CO | Add 2% ($64.6M) | 0.34% | $2.8B | +1.38% | -1.13% | -9.66% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 1% $(16.4M) | 0.34% | $2.7B | -36.14% | -13.73% | -12.24% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.31% | $2.5B | +600.42% | -30.79% | -8.67% | |
| MINT - PIMCO ETF TR | Reduce 1% $(26.7M) | 0.31% | $2.5B | +18.37% | -1.04% | +0.56% | |
| U - UNITY SOFTWARE INC | New Purchase | 0.31% | $2.5B | -80.20% | -67.38% | -61.49% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.31% | $2.5B | +82.58% | +30.00% | +31.36% | |
| IVW - ISHARES TR | Add 2% ($42.2M) | 0.31% | $2.5B | +55.69% | -14.89% | -14.67% | |
| TWTR - TWITTER INC | Reduce 6% $(150.2M) | 0.30% | $2.5B | +3.20% | |||
| BX - BLACKSTONE INC | Add 2% ($36.4M) | 0.29% | $2.4B | +5.21% | -15.41% | -19.45% | |
| DDOG - DATADOG INC | New Purchase | 0.29% | $2.3B | -30.23% | -42.56% | -47.57% | |
| ZM - ZOOM VIDEO COMMUNICATIONS IN | Reduce 100% | 0.00% | $0.00 | -42.75% | -38.44% | -44.08% | |
| TWLO - TWILIO INC | Reduce 100% | 0.00% | $0.00 | -47.57% | -50.01% | -66.88% | |
| VEEV - VEEVA SYS INC | Reduce 100% | 0.00% | $0.00 | -1.74% | -30.02% | -24.48% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Reduce 100% | 0.00% | $0.00 | ||||
| IWM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | -24.82% | -32.72% | -32.50% | |
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | +31.89% | +4.17% | +9.41% | |
| SQ - SQUARE INC | Reduce 100% | 0.00% | $0.00 | -21.65% | -29.48% | -26.84% | |
| SNAP - SNAP INC | Reduce 100% | 0.00% | $0.00 | -70.59% | -41.68% | -71.96% | |