10,000+ stock pitches from top investors available on joinyellowbrick.com
Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2022-08-15 (Q2 2022) | Holdings: 41595 | Value: $770.4B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| MSFT - MICROSOFT CORP | Add 57% ($8.9B) | 3.19% | $24.6B | +30.75% | -16.80% | +11.03% | |
| AAPL - APPLE INC | Add 40% ($6.5B) | 2.92% | $22.5B | +49.49% | -13.74% | +2.80% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 35% $(4.9B) | 1.18% | $9.1B | +59.99% | -7.17% | +4.46% | |
| AMZN - AMAZON COM INC | Add 2831% ($8.3B) | 1.12% | $8.6B | +44.73% | -32.51% | -6.14% | |
| GOOGL - ALPHABET INC | Add 48% ($2.3B) | 0.91% | $7.0B | +138.59% | -18.66% | +5.91% | |
| V - VISA INC | Add 1% ($35.1M) | 0.74% | $5.7B | +44.71% | -1.84% | +12.43% | |
| VOO - VANGUARD INDEX FDS | Add 136% ($3.2B) | 0.73% | $5.6B | +60.32% | -7.17% | +4.52% | |
| IWF - ISHARES TR | Add 6% ($259.9M) | 0.57% | $4.4B | +70.00% | -11.62% | +6.65% | |
| IWD - ISHARES TR | Reduce 1% $(36.3M) | 0.55% | $4.2B | +43.80% | -3.04% | +0.55% | |
| BND - VANGUARD BD INDEX FDS | Add 6% ($223.5M) | 0.55% | $4.2B | +9.32% | -4.75% | -4.50% | |
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($92.0M) | 0.52% | $4.0B | -46.84% | -5.88% | -6.35% | |
| IEFA - ISHARES TR | Reduce 2% $(95.6M) | 0.52% | $4.0B | +61.77% | -1.99% | +8.14% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($45.5M) | 0.51% | $3.9B | +64.46% | +5.28% | +6.87% | |
| IVV - ISHARES TR | Add 3% ($122.7M) | 0.48% | $3.7B | +60.37% | -7.15% | +4.52% | |
| JPM - JPMORGAN CHASE & CO | 0.48% | $3.7B | +162.49% | +9.83% | +26.67% | ||
| VTV - VANGUARD INDEX FDS | Add 5% ($147.0M) | 0.41% | $3.1B | +50.75% | -0.31% | +2.82% | |
| BSV - VANGUARD BD INDEX FDS | 0.39% | $3.0B | +13.80% | -1.75% | -0.32% | ||
| IEMG - ISHARES INC | Add 20% ($493.6M) | 0.39% | $3.0B | +54.47% | -6.35% | -1.43% | |
| HD - HOME DEPOT INC | Add 6% ($151.8M) | 0.37% | $2.9B | +15.61% | +1.27% | +9.31% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($64.6M) | 0.36% | $2.8B | +57.12% | +1.24% | +16.11% | |
| PM - PHILIP MORRIS INTL INC | Reduce 23% $(802.4M) | 0.36% | $2.8B | +95.28% | -4.63% | -1.57% | |
| CVX - CHEVRON CORP NEW | Reduce 2% $(47.3M) | 0.34% | $2.6B | +53.10% | +18.59% | +4.40% | |
| GOOG - ALPHABET INC | 0.34% | $2.6B | +136.44% | -19.07% | +5.55% | ||
| ABBV - ABBVIE INC | Add 1% ($23.0M) | 0.33% | $2.6B | +73.94% | +7.96% | +10.97% | |
| PG - PROCTER AND GAMBLE CO | Add 3% ($73.1M) | 0.33% | $2.6B | +6.51% | -3.78% | +5.97% | |
| QQQ - INVESCO QQQ TR | Reduce 4% $(90.6M) | 0.32% | $2.5B | +77.92% | -13.88% | +9.96% | |
| VUG - VANGUARD INDEX FDS | Add 3% ($62.5M) | 0.32% | $2.4B | +68.04% | -13.98% | +5.46% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.29% | $2.3B | +107.40% | +23.68% | +19.36% | |
| TLT - ISHARES TR | Add 15% ($296.7M) | 0.29% | $2.3B | -13.75% | -11.40% | -16.10% | |
| PEP - PEPSICO INC | New Purchase | 0.28% | $2.2B | -2.53% | -0.14% | +3.51% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 47% $(1.9B) | 0.28% | $2.2B | -17.17% | -10.62% | -11.65% | |
| PFE - PFIZER INC | New Purchase | 0.28% | $2.1B | -30.63% | -1.86% | -25.25% | |
| DHR - DANAHER CORPORATION | Add 10% ($185.9M) | 0.28% | $2.1B | -27.32% | -11.19% | -15.38% | |
| KO - COCA COLA CO | New Purchase | 0.28% | $2.1B | +31.66% | -5.59% | -3.52% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 6% $(141.2M) | 0.27% | $2.1B | +118.89% | -0.85% | -8.95% | |
| AMGN - AMGEN INC | New Purchase | 0.26% | $2.0B | +57.09% | +14.32% | +8.73% | |
| MRK - MERCK & CO INC | New Purchase | 0.26% | $2.0B | +49.78% | +11.98% | +24.32% | |
| MCD - MCDONALDS CORP | New Purchase | 0.26% | $2.0B | +27.80% | +3.38% | +10.09% | |
| CVS - CVS HEALTH CORP | New Purchase | 0.25% | $2.0B | -23.09% | -8.99% | -29.51% | |
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | +21.92% | +7.30% | -4.99% | |
| COST - COSTCO WHSL CORP NEW | Reduce 100% | 0.00% | $0.00 | +83.12% | -4.73% | +2.01% | |
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | +221.03% | -36.90% | +64.00% | |
| SNOW - SNOWFLAKE INC | Reduce 100% | 0.00% | $0.00 | +7.90% | -4.85% | -7.60% | |
| TTD - THE TRADE DESK INC | Reduce 100% | 0.00% | $0.00 | +71.50% | -31.40% | -2.96% | |
| NET - CLOUDFLARE INC | Reduce 100% | 0.00% | $0.00 | +30.21% | -31.29% | -20.63% | |
| IVW - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VTI - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - NVIDIA CORPORATION | Reduce 100% | 0.00% | $0.00 | +631.61% | -15.88% | +130.04% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Reduce 100% | 0.00% | $0.00 | ||||
| BX - BLACKSTONE INC | Reduce 100% | 0.00% | $0.00 | +90.58% | -11.69% | -6.59% | |
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | -5.08% | -24.68% | -30.77% | |