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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2023-02-14 (Q4 2022) | Holdings: 43935 | Value: $880.5B | 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 1% ($300.3M) | 2.72% | $24.0B | +41.23% | +15.33% | +52.76% | |
| AAPL - APPLE INC | Reduce 1% $(109.5M) | 2.42% | $21.3B | +68.16% | +12.54% | +20.72% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 20% $(2.1B) | 0.93% | $8.2B | +65.32% | +1.03% | +24.20% | |
| AMZN - AMAZON COM INC | Reduce 3% $(235.2M) | 0.76% | $6.7B | +110.18% | +12.22% | +71.36% | |
| V - VISA INC | 0.70% | $6.1B | +35.85% | +2.49% | +24.43% | ||
| VOO - VANGUARD INDEX FDS | Add 2% ($106.2M) | 0.66% | $5.8B | +65.63% | +1.03% | +24.30% | |
| BND - VANGUARD BD INDEX FDS | Add 12% ($510.1M) | 0.52% | $4.6B | +13.11% | +1.78% | +2.56% | |
| JPM - JPMORGAN CHASE & CO | Add 2% ($103.5M) | 0.51% | $4.5B | +123.02% | -3.76% | +30.65% | |
| IWF - ISHARES TR | Add 5% ($201.0M) | 0.51% | $4.5B | +82.24% | +4.89% | +38.67% | |
| IWD - ISHARES TR | Add 1% ($61.6M) | 0.51% | $4.4B | +43.19% | -4.38% | +8.78% | |
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($44.2M) | 0.48% | $4.3B | -41.17% | -0.22% | +7.98% | |
| IEFA - ISHARES TR | Reduce 4% $(161.5M) | 0.46% | $4.0B | +51.60% | +4.11% | +10.36% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($36.2M) | 0.45% | $4.0B | +66.23% | -0.77% | +0.47% | |
| GOOGL - ALPHABET INC | Reduce 33% $(1.9B) | 0.43% | $3.8B | +206.84% | +23.30% | +51.10% | |
| IVV - ISHARES TR | Reduce 4% $(139.1M) | 0.43% | $3.7B | +65.72% | +1.03% | +24.30% | |
| VTV - VANGUARD INDEX FDS | Add 6% ($209.2M) | 0.39% | $3.5B | +47.63% | -3.70% | +10.14% | |
| HD - HOME DEPOT INC | Add 1% ($45.8M) | 0.39% | $3.4B | +13.12% | -7.99% | +17.49% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($20.9M) | 0.37% | $3.3B | +54.59% | +4.37% | +30.15% | |
| CVX - CHEVRON CORP NEW | Reduce 1% $(47.4M) | 0.37% | $3.2B | +38.67% | -7.20% | -5.04% | |
| IEMG - ISHARES INC | Add 6% ($173.6M) | 0.34% | $3.0B | +55.29% | -0.88% | +5.28% | |
| XOM - EXXON MOBIL CORP | Reduce 4% $(130.5M) | 0.33% | $2.9B | +62.38% | -8.42% | -7.15% | |
| PG - PROCTER AND GAMBLE CO | Add 4% ($125.1M) | 0.33% | $2.9B | +12.09% | +12.85% | +15.74% | |
| ABBV - ABBVIE INC | Add 2% ($67.1M) | 0.33% | $2.9B | +58.82% | -3.07% | +20.39% | |
| PM - PHILIP MORRIS INTL INC | Reduce 1% $(24.1M) | 0.31% | $2.8B | +88.72% | -5.12% | -7.41% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 3% $(93.4M) | 0.31% | $2.7B | +15.26% | +2.28% | +4.29% | |
| JPST - J P MORGAN EXCHANGE TRADED F | Add 20% ($453.9M) | 0.31% | $2.7B | +16.66% | +1.06% | +5.20% | |
| VUG - VANGUARD INDEX FDS | Add 4% ($105.5M) | 0.28% | $2.5B | +83.82% | +5.53% | +39.75% | |
| PEP - PEPSICO INC | Add 3% ($64.2M) | 0.28% | $2.5B | -1.15% | +11.76% | -1.33% | |
| MRK - MERCK & CO INC | New Purchase | 0.28% | $2.4B | +22.35% | +7.97% | +19.86% | |
| QQQ - INVESCO QQQ TR | Reduce 4% $(106.9M) | 0.27% | $2.4B | +92.96% | +7.35% | +43.49% | |
| KO - COCA COLA CO | Add 4% ($83.2M) | 0.26% | $2.3B | +39.90% | +7.56% | +2.29% | |
| HON - HONEYWELL INTL INC | New Purchase | 0.25% | $2.2B | +28.72% | -1.72% | +1.26% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(18.4M) | 0.25% | $2.2B | -12.67% | -7.82% | -3.24% | |
| TLT - ISHARES TR | Add 8% ($160.9M) | 0.25% | $2.2B | -5.37% | +0.40% | -6.71% | |
| AMGN - AMGEN INC | New Purchase | 0.24% | $2.2B | +60.91% | -2.78% | +24.39% | |
| PFE - PFIZER INC | New Purchase | 0.24% | $2.1B | -22.49% | -13.49% | -33.38% | |
| DHR - DANAHER CORPORATION | Reduce 3% $(53.8M) | 0.24% | $2.1B | -14.47% | -10.71% | +10.89% | |
| GOOG - ALPHABET INC | Reduce 2% $(35.3M) | 0.24% | $2.1B | +205.27% | +23.45% | +51.93% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | New Purchase | 0.23% | $2.1B | +105.02% | -3.73% | -6.73% | |
| MCD - MCDONALDS CORP | New Purchase | 0.23% | $2.0B | +25.81% | +11.77% | +12.09% | |
| CVS - CVS HEALTH CORP | Reduce 100% | 0.00% | $0.00 | -27.29% | -21.05% | -9.87% | |
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | +63.00% | -21.44% | -5.34% | |
| SNOW - SNOWFLAKE INC | Reduce 100% | 0.00% | $0.00 | +1.98% | +0.38% | +35.59% | |
| COST - COSTCO WHSL CORP NEW | Reduce 100% | 0.00% | $0.00 | +100.03% | +0.07% | +48.47% | |
| IWM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||