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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2023-08-14 (Q2 2023) | Holdings: 42924 | Value: $1.0T | 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 |
| AAPL - APPLE INC | Add 1% ($189.2M) | 3.34% | $33.9B | +43.54% | +5.24% | +26.27% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(511.7M) | 3.34% | $33.9B | +17.06% | +14.92% | +31.61% | |
| SPY - SPDR S&P 500 ETF TR | Add 2% ($215.8M) | 1.17% | $11.9B | +50.88% | +1.12% | +25.67% | |
| AMZN - AMAZON COM INC | Add 4% ($408.9M) | 1.09% | $11.0B | +48.71% | +2.25% | +26.80% | |
| GOOGL - ALPHABET INC | Add 34% ($2.6B) | 1.02% | $10.3B | +121.16% | +2.68% | +23.18% | |
| VOO - VANGUARD INDEX FDS | 0.66% | $6.7B | +51.11% | +1.12% | +25.80% | ||
| NVDA - NVIDIA CORPORATION | Add 90% ($3.2B) | 0.66% | $6.7B | +291.69% | +9.72% | +175.80% | |
| QQQ - INVESCO QQQ TR | Add 88% ($2.9B) | 0.61% | $6.2B | +58.82% | +4.55% | +29.33% | |
| BND - VANGUARD BD INDEX FDS | Add 20% ($978.4M) | 0.58% | $5.8B | +14.07% | -0.44% | +8.03% | |
| IEFA - ISHARES TR | Add 3% ($167.7M) | 0.54% | $5.5B | +47.43% | -0.81% | +14.84% | |
| IWF - ISHARES TR | Reduce 4% $(214.8M) | 0.53% | $5.4B | +56.97% | +4.41% | +32.73% | |
| JPM - JPMORGAN CHASE & CO | Add 2% ($124.2M) | 0.51% | $5.2B | +103.62% | -1.31% | +41.88% | |
| IWD - ISHARES TR | Add 3% ($157.2M) | 0.47% | $4.8B | +40.99% | -2.77% | +16.15% | |
| IVV - ISHARES TR | Add 4% ($181.7M) | 0.45% | $4.5B | +51.16% | +1.14% | +25.80% | |
| V - VISA INC | Reduce 35% $(2.4B) | 0.43% | $4.3B | +27.27% | +2.74% | +11.11% | |
| UNH - UNITEDHEALTH GROUP INC | Add 3% ($126.0M) | 0.39% | $3.9B | -44.12% | +5.65% | +15.06% | |
| JNJ - JOHNSON & JOHNSON | 0.36% | $3.7B | +53.52% | -13.26% | -5.05% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($41.8M) | 0.36% | $3.7B | +34.23% | -0.06% | +23.48% | |
| IEMG - ISHARES INC | Add 6% ($213.8M) | 0.35% | $3.5B | +54.50% | +1.55% | +13.21% | |
| HD - HOME DEPOT INC | Add 3% ($108.1M) | 0.34% | $3.5B | +6.17% | -6.51% | +11.39% | |
| VTV - VANGUARD INDEX FDS | Reduce 3% $(109.4M) | 0.34% | $3.4B | +44.73% | -2.05% | +18.72% | |
| UBER - UBER TECHNOLOGIES INC | Reduce 9% $(338.6M) | 0.33% | $3.4B | +60.92% | +20.27% | +62.71% | |
| VUG - VANGUARD INDEX FDS | 0.32% | $3.3B | +57.03% | +4.41% | +32.78% | ||
| PG - PROCTER AND GAMBLE CO | Add 1% ($19.7M) | 0.30% | $3.0B | -1.16% | -2.19% | +10.52% | |
| CVX - CHEVRON CORP NEW | Add 1% ($21.1M) | 0.28% | $2.8B | +42.37% | -10.06% | -6.41% | |
| JPST - J P MORGAN EXCHANGE TRADED F | Reduce 5% $(161.4M) | 0.28% | $2.8B | +14.45% | +1.49% | +6.31% | |
| GOOG - ALPHABET INC | 0.28% | $2.8B | +119.79% | +3.64% | +24.14% | ||
| XOM - EXXON MOBIL CORP | Reduce 1% $(17.2M) | 0.28% | $2.8B | +66.85% | -5.54% | +10.97% | |
| SHOP - SHOPIFY INC | Reduce 7% $(212.7M) | 0.26% | $2.6B | +113.00% | +21.84% | +34.40% | |
| PM - PHILIP MORRIS INTL INC | Reduce 2% $(47.8M) | 0.26% | $2.6B | +95.31% | -2.57% | +30.39% | |
| AVGO - BROADCOM INC | New Purchase | 0.25% | $2.6B | +277.26% | +15.49% | +99.07% | |
| PEP - PEPSICO INC | Add 2% ($54.8M) | 0.25% | $2.6B | -6.84% | -8.04% | -2.93% | |
| TLT - ISHARES TR | Add 7% ($156.6M) | 0.25% | $2.5B | +1.76% | -5.72% | +6.51% | |
| ACN - ACCENTURE PLC IRELAND | New Purchase | 0.24% | $2.5B | -33.17% | +5.15% | +6.28% | |
| LLY - LILLY ELI & CO | New Purchase | 0.24% | $2.4B | +74.06% | +9.65% | +74.41% | |
| ABBV - ABBVIE INC | 0.24% | $2.4B | +56.73% | -8.31% | +32.53% | ||
| BSV - VANGUARD BD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 100% | 0.00% | $0.00 | -0.83% | -12.12% | +12.97% | |
| RSP - INVESCO EXCHANGE TRADED FD T | Reduce 100% | 0.00% | $0.00 | ||||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 100% | 0.00% | $0.00 | ||||
| KO - COCA COLA CO | Reduce 100% | 0.00% | $0.00 | +10.55% | -4.99% | +16.74% | |