Morgan Stanley 13F Holdings

Holdings from the most recent 13F from Morgan Stanley

Filed: 2022-05-13 (Q1 2022) | Holdings: 32358 | Value: $741.5B | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
AAPL - APPLE INC
Reduce 3% $(623.3M)
2.77%
$20.5B
+77.70%
+19.16%
+18.93%
MSFT - MICROSOFT CORP
Add 3% ($495.6M)
2.54%
$18.8B
+47.20%
+13.16%
+20.21%
SPY - SPDR S&P 500 ETF TR
Add 12% ($1.7B)
2.27%
$16.8B
+71.82%
+7.68%
+5.01%
AMZN - AMAZON COM INC
Add 2% ($188.9M)
1.22%
$9.0B
+84.15%
+26.60%
-1.68%
V - VISA INC
Add 1% ($71.2M)
0.86%
$6.4B
+57.63%
+9.87%
+18.92%
GOOGL - ALPHABET INC
Reduce 30% $(2.6B)
0.81%
$6.0B
+152.22%
+6.20%
+1.35%
IWF - ISHARES TR
Add 4% ($182.2M)
0.70%
$5.2B
+88.89%
+11.44%
+8.72%
IWD - ISHARES TR
Reduce 8% $(405.4M)
0.66%
$4.9B
+49.91%
+4.44%
+0.11%
IEFA - ISHARES TR
Add 2% ($113.8M)
0.65%
$4.8B
+63.94%
+1.88%
+12.58%
JPM - JPMORGAN CHASE & CO
Add 1% ($55.9M)
0.60%
$4.4B
+173.19%
+4.22%
+17.89%
TMO - THERMO FISHER SCIENTIFIC INC
Add 2% ($86.0M)
0.59%
$4.4B
-7.46%
+12.56%
-2.32%
IVV - ISHARES TR
Add 5% ($189.5M)
0.58%
$4.3B
+72.23%
+7.67%
+5.00%
BND - VANGUARD BD INDEX FDS
Add 9% ($350.8M)
0.57%
$4.2B
+10.30%
+1.04%
-0.75%
UNH - UNITEDHEALTH GROUP INC
Add 3% ($127.0M)
0.53%
$3.9B
-40.07%
+12.60%
+1.64%
JNJ - JOHNSON & JOHNSON
Add 3% ($127.2M)
0.53%
$3.9B
+55.23%
-5.48%
-7.34%
BRK.B - BERKSHIRE HATHAWAY INC DEL
Add 3% ($100.3M)
0.48%
$3.5B
+54.44%
-2.40%
+4.27%
PM - PHILIP MORRIS INTL INC
Add 1% ($40.6M)
0.46%
$3.4B
+90.85%
-2.01%
-4.05%
VTV - VANGUARD INDEX FDS
Add 2% ($51.0M)
0.45%
$3.4B
+54.46%
+2.68%
+0.76%
QQQ - INVESCO QQQ TR
Reduce 41% $(2.3B)
0.45%
$3.3B
+97.21%
+11.18%
+9.71%
GOOG - ALPHABET INC
Add 2% ($50.1M)
0.45%
$3.3B
+150.65%
+6.50%
+1.37%
NET - CLOUDFLARE INC
Add 4% ($132.9M)
0.42%
$3.1B
+221.40%
+21.62%
-20.23%
VUG - VANGUARD INDEX FDS
Add 6% ($162.0M)
0.41%
$3.1B
+89.25%
+12.95%
+8.64%
BSV - VANGUARD BD INDEX FDS
Add 3% ($99.1M)
0.41%
$3.0B
+13.86%
+0.05%
+1.04%
CVX - CHEVRON CORP NEW
Reduce 13% $(437.3M)
0.41%
$3.0B
+43.77%
-6.45%
-3.79%
HD - HOME DEPOT INC
Add 3% ($78.0M)
0.40%
$3.0B
+23.82%
+7.66%
+0.71%
VOO - VANGUARD INDEX FDS
Add 6% ($152.3M)
0.38%
$2.9B
+72.15%
+7.68%
+5.00%
IEMG - ISHARES INC
Add 7% ($188.4M)
0.38%
$2.8B
+57.74%
+2.28%
+0.69%
SNOW - SNOWFLAKE INC
Reduce 3% $(77.9M)
0.37%
$2.7B
-2.97%
+9.65%
+10.69%
ABBV - ABBVIE INC
New Purchase
0.36%
$2.7B
+62.09%
-6.70%
-1.07%
DIS - DISNEY WALT CO
Add 4% ($100.4M)
0.36%
$2.6B
-8.20%
+15.63%
-13.59%
PG - PROCTER AND GAMBLE CO
Add 2% ($55.3M)
0.36%
$2.6B
+3.63%
-2.57%
+4.34%
META - META PLATFORMS INC
0.33%
$2.5B
+192.63%
-8.20%
+21.22%
BX - BLACKSTONE INC
Add 2% ($56.1M)
0.32%
$2.4B
+22.01%
+3.10%
-18.87%
NVDA - NVIDIA CORPORATION
0.32%
$2.4B
+897.87%
+8.72%
+65.52%
RTX - RAYTHEON TECHNOLOGIES CORP
New Purchase
0.31%
$2.3B
+129.45%
+5.29%
+7.74%
DHR - DANAHER CORPORATION
New Purchase
0.30%
$2.3B
-11.96%
+22.09%
-8.08%
TLT - ISHARES TR
New Purchase
0.30%
$2.3B
-13.99%
-0.10%
-8.74%
COST - COSTCO WHSL CORP NEW
New Purchase
0.30%
$2.2B
+110.28%
+10.19%
+1.94%
IVW - ISHARES TR
Reduce 2% $(52.0M)
0.30%
$2.2B
+82.25%
+12.14%
+2.75%
VTI - VANGUARD INDEX FDS
New Purchase
0.30%
$2.2B
+69.55%
+8.11%
+4.11%
VEA - VANGUARD TAX-MANAGED INTL FD
New Purchase
0.30%
$2.2B
+68.13%
+1.48%
+10.55%
TTD - THE TRADE DESK INC
New Purchase
0.29%
$2.2B
-57.60%
+40.93%
+19.57%
HON - HONEYWELL INTL INC
New Purchase
0.29%
$2.2B
+34.16%
+4.99%
+2.43%
TWTR - TWITTER INC
Reduce 100%
0.00%
$0.00
MINT - PIMCO ETF TR
Reduce 100%
0.00%
$0.00
ACN - ACCENTURE PLC IRELAND
Reduce 100%
0.00%
$0.00
+32.45%
+12.92%
-0.95%
SHOP - SHOPIFY INC
Reduce 100%
0.00%
$0.00
+190.63%
+0.16%
+54.82%
DDOG - DATADOG INC
Reduce 100%
0.00%
$0.00
+42.98%
+8.77%
-17.16%
U - UNITY SOFTWARE INC
Reduce 100%
0.00%
$0.00
-37.56%
+40.64%
-22.30%
RBLX - ROBLOX CORP
Reduce 100%
0.00%
$0.00
+55.54%
+51.91%
+20.91%