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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2023-05-15 (Q1 2023) | Holdings: 44083 | Value: $932.6B | 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% ($308.9M) | 3.12% | $29.1B | +22.30% | +3.86% | +37.24% | |
| AAPL - APPLE INC | Add 6% ($1.7B) | 3.08% | $28.7B | +49.49% | +2.80% | +10.96% | |
| SPY - SPDR S&P 500 ETF TR | Add 22% ($1.9B) | 1.15% | $10.8B | +64.09% | +7.14% | +30.23% | |
| AMZN - AMAZON COM INC | Add 2% ($151.2M) | 0.90% | $8.4B | +87.55% | +21.63% | +65.36% | |
| GOOGL - ALPHABET INC | Add 50% ($2.2B) | 0.71% | $6.6B | +148.89% | +10.48% | +49.52% | |
| V - VISA INC | Reduce 5% $(309.1M) | 0.68% | $6.4B | +32.69% | +3.09% | +21.26% | |
| VOO - VANGUARD INDEX FDS | Reduce 1% $(88.9M) | 0.66% | $6.1B | +64.41% | +7.19% | +30.38% | |
| IEFA - ISHARES TR | Add 21% ($925.2M) | 0.57% | $5.3B | +46.30% | -2.21% | +13.91% | |
| IWF - ISHARES TR | Reduce 3% $(158.1M) | 0.53% | $5.0B | +74.19% | +9.27% | +38.91% | |
| BND - VANGUARD BD INDEX FDS | Add 4% ($195.3M) | 0.53% | $4.9B | +11.45% | -2.63% | +1.61% | |
| JPM - JPMORGAN CHASE & CO | Add 3% ($140.8M) | 0.49% | $4.5B | +131.33% | +11.64% | +53.43% | |
| IWD - ISHARES TR | Add 1% ($28.3M) | 0.48% | $4.5B | +50.11% | +4.96% | +20.97% | |
| IVV - ISHARES TR | 0.43% | $4.0B | +64.45% | +7.18% | +30.34% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(82.1M) | 0.40% | $3.7B | -41.14% | +3.69% | +8.55% | |
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(63.4M) | 0.37% | $3.5B | +68.04% | +9.20% | -0.02% | |
| VTV - VANGUARD INDEX FDS | 0.37% | $3.4B | +53.63% | +4.78% | +22.24% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($31.5M) | 0.35% | $3.3B | +48.61% | +9.82% | +28.12% | |
| IEMG - ISHARES INC | Add 5% ($164.6M) | 0.35% | $3.3B | +57.67% | +0.61% | +16.35% | |
| HD - HOME DEPOT INC | 0.34% | $3.2B | +25.91% | +19.05% | +24.87% | ||
| JPST - J P MORGAN EXCHANGE TRADED F | Add 10% ($271.1M) | 0.32% | $3.0B | +15.46% | +0.88% | +5.56% | |
| PG - PROCTER AND GAMBLE CO | Add 2% ($65.6M) | 0.31% | $2.9B | -0.58% | -1.09% | +10.45% | |
| CVX - CHEVRON CORP NEW | Reduce 1% $(37.3M) | 0.31% | $2.9B | +50.12% | +2.37% | +8.29% | |
| XOM - EXXON MOBIL CORP | Reduce 1% $(16.2M) | 0.31% | $2.9B | +78.04% | +2.47% | +16.62% | |
| VUG - VANGUARD INDEX FDS | Reduce 2% $(55.9M) | 0.31% | $2.9B | +74.71% | +9.64% | +38.82% | |
| QQQ - INVESCO QQQ TR | Add 1% ($35.1M) | 0.31% | $2.9B | +80.16% | +11.34% | +39.54% | |
| ABBV - ABBVIE INC | Add 1% ($14.5M) | 0.31% | $2.9B | +64.67% | +5.05% | +17.25% | |
| BSV - VANGUARD BD INDEX FDS | Add 1% ($18.1M) | 0.30% | $2.8B | +12.82% | -1.18% | +2.74% | |
| UBER - UBER TECHNOLOGIES INC | New Purchase | 0.29% | $2.7B | +89.64% | +15.08% | +74.14% | |
| PM - PHILIP MORRIS INTL INC | Reduce 1% $(32.3M) | 0.28% | $2.6B | +99.51% | +0.57% | +12.26% | |
| PEP - PEPSICO INC | Reduce 1% $(27.5M) | 0.27% | $2.5B | -11.65% | -6.17% | -3.06% | |
| TLT - ISHARES TR | Add 5% ($109.4M) | 0.26% | $2.4B | -5.02% | -7.61% | -6.74% | |
| GOOG - ALPHABET INC | Reduce 1% $(16.2M) | 0.26% | $2.4B | +147.55% | +10.51% | +50.16% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 1% ($14.5M) | 0.25% | $2.3B | -4.83% | +1.53% | +14.87% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.25% | $2.3B | +505.23% | +50.79% | +227.27% | |
| KO - COCA COLA CO | Add 1% ($20.1M) | 0.24% | $2.3B | +30.16% | -4.62% | +2.26% | |
| VEA - VANGUARD TAX-MANAGED FDS | New Purchase | 0.23% | $2.1B | +52.74% | -1.96% | +14.00% | |
| RSP - INVESCO EXCHANGE TRADED FD T | New Purchase | 0.23% | $2.1B | +42.17% | +4.89% | +20.27% | |
| SHOP - SHOPIFY INC | New Purchase | 0.23% | $2.1B | +93.82% | -9.58% | -5.54% | |
| MRK - MERCK & CO INC | Reduce 100% | 0.00% | $0.00 | -8.74% | -5.54% | +16.03% | |
| AMGN - AMGEN INC | Reduce 100% | 0.00% | $0.00 | +27.61% | +14.22% | +39.88% | |
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | +3.54% | -3.05% | -5.49% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 100% | 0.00% | $0.00 | +31.81% | -11.28% | +11.59% | |
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | +24.05% | -3.33% | +8.91% | |
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | -23.01% | -3.09% | -17.51% | |
| DHR - DANAHER CORPORATION | Reduce 100% | 0.00% | $0.00 | +19.86% | +11.45% | +32.16% | |