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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2022-11-14 (Q3 2022) | Holdings: 40774 | Value: $733.7B | 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 3% ($668.5M) | 3.13% | $23.0B | +55.07% | +10.22% | +52.24% | |
| AAPL - APPLE INC | 3.10% | $22.7B | +69.40% | +2.20% | +24.21% | ||
| SPY - SPDR S&P 500 ETF TR | Add 12% ($1.0B) | 1.32% | $9.7B | +69.89% | +3.67% | +13.86% | |
| AMZN - AMAZON COM INC | Add 2% ($158.9M) | 1.27% | $9.3B | +101.79% | -1.99% | +38.75% | |
| GOOGL - ALPHABET INC | Add 1905% ($5.8B) | 0.84% | $6.1B | +195.07% | -1.34% | +37.00% | |
| VOO - VANGUARD INDEX FDS | 0.73% | $5.3B | +70.26% | +3.70% | +13.94% | ||
| V - VISA INC | Add 2% ($125.0M) | 0.72% | $5.3B | +47.52% | +9.23% | +19.09% | |
| IWF - ISHARES TR | Add 1% ($30.3M) | 0.58% | $4.2B | +89.08% | +4.94% | +25.77% | |
| BND - VANGUARD BD INDEX FDS | Add 2% ($81.1M) | 0.56% | $4.1B | +15.58% | +2.11% | +0.87% | |
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($57.5M) | 0.55% | $4.0B | -43.65% | -3.91% | +6.54% | |
| IWD - ISHARES TR | Reduce 1% $(49.6M) | 0.54% | $3.9B | +46.45% | +3.02% | +0.99% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($39.6M) | 0.50% | $3.7B | +57.35% | -6.85% | -11.10% | |
| IVV - ISHARES TR | Add 3% ($101.2M) | 0.49% | $3.6B | +70.30% | +3.67% | +13.95% | |
| IEFA - ISHARES TR | 0.49% | $3.6B | +63.16% | +8.40% | +9.78% | ||
| JPM - JPMORGAN CHASE & CO | Add 1% ($49.9M) | 0.47% | $3.4B | +136.23% | +7.56% | +14.50% | |
| HD - HOME DEPOT INC | Add 2% ($59.8M) | 0.40% | $3.0B | +18.23% | +6.11% | +4.11% | |
| VTV - VANGUARD INDEX FDS | Reduce 2% $(71.7M) | 0.39% | $2.9B | +49.38% | +1.75% | +1.09% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($67.5M) | 0.38% | $2.8B | +52.77% | -1.29% | +13.75% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 4% $(114.1M) | 0.38% | $2.8B | +16.00% | +0.65% | +2.76% | |
| CVX - CHEVRON CORP NEW | Add 1% ($24.3M) | 0.36% | $2.6B | +27.63% | -8.17% | -19.37% | |
| IEMG - ISHARES INC | Reduce 1% $(28.9M) | 0.35% | $2.6B | +60.78% | +4.19% | +5.68% | |
| QQQ - INVESCO QQQ TR | Add 4% ($88.3M) | 0.34% | $2.5B | +101.82% | +6.03% | +32.86% | |
| XOM - EXXON MOBIL CORP | Add 4% ($96.6M) | 0.33% | $2.4B | +66.39% | +2.78% | -5.80% | |
| VUG - VANGUARD INDEX FDS | Add 3% ($66.9M) | 0.33% | $2.4B | +91.87% | +5.78% | +27.57% | |
| ABBV - ABBVIE INC | Add 3% ($76.5M) | 0.32% | $2.3B | +59.53% | -0.58% | -6.67% | |
| PG - PROCTER AND GAMBLE CO | Add 3% ($72.8M) | 0.32% | $2.3B | +10.43% | -1.59% | +9.27% | |
| PM - PHILIP MORRIS INTL INC | Reduce 1% $(23.5M) | 0.31% | $2.3B | +102.69% | +7.02% | +1.12% | |
| GOOG - ALPHABET INC | Add 1888% ($2.2B) | 0.31% | $2.3B | +193.11% | -1.59% | +38.22% | |
| IWM - ISHARES TR | New Purchase | 0.31% | $2.3B | +37.97% | +4.00% | -3.32% | |
| JPST - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.31% | $2.3B | +18.24% | +1.36% | +4.85% | |
| PEP - PEPSICO INC | Add 3% ($60.8M) | 0.30% | $2.2B | -2.24% | -0.52% | -3.50% | |
| CVS - CVS HEALTH CORP | Add 3% ($66.3M) | 0.28% | $2.1B | -16.97% | -9.04% | -27.03% | |
| DHR - DANAHER CORPORATION | Reduce 4% $(97.6M) | 0.28% | $2.1B | -19.94% | -5.41% | -13.30% | |
| TLT - ISHARES TR | Add 3% ($60.5M) | 0.28% | $2.1B | +0.47% | +5.66% | -6.92% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 2% ($34.5M) | 0.28% | $2.0B | -8.66% | +4.29% | -13.25% | |
| SNOW - SNOWFLAKE INC | New Purchase | 0.27% | $2.0B | -8.92% | +5.85% | -1.55% | |
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.27% | $2.0B | +99.93% | -1.51% | +15.63% | |
| TSLA - TESLA INC | New Purchase | 0.27% | $2.0B | +89.78% | +9.37% | +23.97% | |
| KO - COCA COLA CO | Add 4% ($72.9M) | 0.27% | $2.0B | +38.06% | -1.83% | -3.54% | |
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | +14.68% | -0.81% | +2.28% | |
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | -41.07% | -11.39% | -36.04% | |
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | +6.14% | -14.74% | -1.33% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 100% | 0.00% | $0.00 | +37.49% | +9.01% | -11.75% | |
| MRK - MERCK & CO INC | Reduce 100% | 0.00% | $0.00 | +6.76% | +7.96% | +3.71% | |