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Morgan Stanley 13F Holdings
Holdings from the most recent 13F from Morgan Stanley
Filed: 2023-11-15 (Q3 2023) | Holdings: 43247 | Value: $983.4B | 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 | Reduce 1% $(460.4M) | 3.15% | $30.9B | +1.51% | +9.12% | +12.69% | |
| AAPL - APPLE INC | Add 1% ($220.2M) | 3.07% | $30.2B | +35.27% | -3.71% | +20.87% | |
| AMZN - AMAZON COM INC | Add 3% ($321.0M) | 1.12% | $11.1B | +47.80% | +20.30% | +43.14% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 19% $(2.2B) | 0.94% | $9.2B | +49.36% | +11.65% | +32.70% | |
| GOOGL - ALPHABET INC | Reduce 21% $(2.3B) | 0.91% | $8.9B | +114.47% | +3.94% | +29.99% | |
| NVDA - NVIDIA CORPORATION | Add 8% ($567.1M) | 0.76% | $7.4B | +258.52% | +49.18% | +187.99% | |
| IVV - ISHARES TR | Add 55% ($2.4B) | 0.69% | $6.8B | +49.61% | +11.68% | +32.85% | |
| VOO - VANGUARD INDEX FDS | Add 1% ($35.4M) | 0.66% | $6.5B | +49.57% | +11.67% | +32.85% | |
| IWF - ISHARES TR | Add 21% ($1.1B) | 0.64% | $6.3B | +50.54% | +13.83% | +36.55% | |
| BND - VANGUARD BD INDEX FDS | Add 3% ($147.3M) | 0.59% | $5.8B | +14.11% | +3.14% | +6.78% | |
| IEFA - ISHARES TR | Add 2% ($103.8M) | 0.54% | $5.3B | +49.04% | +8.63% | +12.89% | |
| JPM - JPMORGAN CHASE & CO | Add 2% ($120.7M) | 0.54% | $5.3B | +105.84% | +20.02% | +67.15% | |
| V - VISA INC | Add 3% ($145.4M) | 0.44% | $4.3B | +23.64% | +12.26% | +26.53% | |
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($61.1M) | 0.42% | $4.2B | -47.11% | -2.80% | +11.18% | |
| IWD - ISHARES TR | Reduce 13% $(596.2M) | 0.41% | $4.0B | +45.30% | +10.08% | +28.38% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($82.2M) | 0.39% | $3.9B | +33.93% | +13.47% | +31.98% | |
| VTV - VANGUARD INDEX FDS | Add 10% ($344.8M) | 0.37% | $3.7B | +48.05% | +10.19% | +29.21% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($34.7M) | 0.36% | $3.5B | +76.17% | +6.36% | +6.80% | |
| HD - HOME DEPOT INC | Add 2% ($62.9M) | 0.35% | $3.4B | +14.42% | +19.26% | +37.67% | |
| QQQ - INVESCO QQQ TR | Reduce 44% $(2.7B) | 0.34% | $3.3B | +52.21% | +12.17% | +30.82% | |
| CVX - CHEVRON CORP NEW | Add 10% ($311.8M) | 0.34% | $3.3B | +59.44% | +9.30% | +17.25% | |
| XOM - EXXON MOBIL CORP | Add 6% ($193.3M) | 0.33% | $3.3B | +77.94% | +1.74% | +20.91% | |
| VUG - VANGUARD INDEX FDS | Add 3% ($87.5M) | 0.33% | $3.2B | +50.54% | +13.63% | +36.79% | |
| GOOG - ALPHABET INC | 0.31% | $3.1B | +111.17% | +3.50% | +29.41% | ||
| IEMG - ISHARES INC | Reduce 11% $(358.3M) | 0.31% | $3.0B | +53.68% | +4.62% | +13.74% | |
| LLY - ELI LILLY & CO | Add 6% ($164.3M) | 0.30% | $2.9B | +57.94% | +32.45% | +23.74% | |
| PG - PROCTER AND GAMBLE CO | Add 1% ($43.1M) | 0.30% | $2.9B | +0.68% | +4.29% | +15.14% | |
| JPST - J P MORGAN EXCHANGE TRADED F | Add 1% ($32.8M) | 0.29% | $2.9B | +12.75% | +1.66% | +6.06% | |
| UBER - UBER TECHNOLOGIES INC | Reduce 22% $(772.0M) | 0.29% | $2.8B | +34.45% | +46.56% | +29.59% | |
| ABBV - ABBVIE INC | Add 2% ($61.3M) | 0.28% | $2.7B | +70.09% | +29.58% | +24.64% | |
| RSP - INVESCO EXCHANGE TRADED FD T | New Purchase | 0.26% | $2.6B | +37.75% | +10.68% | +27.18% | |
| META - META PLATFORMS INC | New Purchase | 0.26% | $2.5B | +75.07% | +43.70% | +68.83% | |
| AVGO - BROADCOM INC | Add 1% ($17.6M) | 0.25% | $2.5B | +230.54% | +29.79% | +74.50% | |
| PM - PHILIP MORRIS INTL INC | Reduce 1% $(32.3M) | 0.25% | $2.4B | +101.93% | -0.19% | +52.31% | |
| ACN - ACCENTURE PLC IRELAND | Reduce 1% $(35.6M) | 0.24% | $2.4B | -36.75% | +13.37% | +9.59% | |
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.24% | $2.3B | +75.96% | +26.46% | +61.31% | |
| VEA - VANGUARD TAX-MANAGED FDS | New Purchase | 0.24% | $2.3B | +54.76% | +8.39% | +13.32% | |
| TLT - ISHARES TR | Add 7% ($153.0M) | 0.24% | $2.3B | +7.00% | +4.88% | +5.10% | |
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | +0.09% | -0.48% | -3.05% | |
| SHOP - SHOPIFY INC | Reduce 100% | 0.00% | $0.00 | +72.38% | +21.22% | +57.89% | |