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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

MORGAN STANLEY INSTITUTION : MORGAN STANLEY
MORGAN STANLEY Portfolio (reported on 2020-02-14)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
SPDR S&P 500 ETF TR    (TR UNIT) SPY 12,950,314,000 40,235,862 3.01%
APPLE INC    (COM) AAPL 10,697,019,000 36,427,790 2.48%
MICROSOFT CORP    (COM) MSFT 9,757,267,000 61,872,335 2.26%
AMAZON COM INC    (COM) AMZN 8,657,508,000 4,685,204 2.01%
VISA INC    (COM CL A) V 5,927,066,000 31,543,729 1.37%
JPMORGAN CHASE & CO    (COM) JPM 4,955,674,000 35,550,039 1.15%
MASTERCARD INC    (CL A) MA 4,270,472,000 14,302,123 0.99%
ALPHABET INC    (CAP STK CL C) GOOG 3,885,182,000 2,905,851 0.90%
FACEBOOK INC    (CL A) FB 3,540,348,000 17,248,963 0.82%
DISNEY WALT CO    (COM DISNEY) DIS 3,403,307,000 23,531,124 0.79%
PHILIP MORRIS INTL INC    (COM) PM 3,325,328,000 39,080,133 0.77%
ALPHABET INC    (CAP STK CL A) GOOGL 3,293,682,000 2,459,092 0.76%
JOHNSON & JOHNSON    (COM) JNJ 3,026,346,000 20,746,870 0.70%
AT&T INC    (COM) T 2,970,517,000 76,011,236 0.69%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 2,950,973,000 13,913,120 0.68%
SERVICENOW INC    (COM) NOW 2,825,083,000 10,006,671 0.65%
COCA COLA CO    (COM) KO 2,809,777,000 50,763,865 0.65%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 2,720,398,000 4,601,875 0.63%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 2,573,432,000 7,921,418 0.59%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 2,396,853,000 10,582,129 0.55%
TAL EDUCATION GROUP    (SPONSORED ADS) XRS 2,328,426,000 48,307,615 0.54%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 2,280,820,000 10,831,642 0.53%
VERIZON COMMUNICATIONS INC    (COM) VZ 2,243,277,000 36,535,470 0.52%
DANAHER CORPORATION    (COM) DHR 2,142,835,000 13,961,650 0.49%
CHEVRON CORP NEW    (COM) CVX 2,104,438,000 17,462,763 0.48%
BANK AMER CORP    (COM) BAC 2,076,656,000 58,962,392 0.48%
ISHARES TR    (CORE S&P500 ETF) IVV 2,069,838,000 6,403,405 0.48%
SPOTIFY TECHNOLOGY S A    (SHS) 2,069,030,000 13,835,030 0.48%
UNITEDHEALTH GROUP INC    (COM) UNH 2,049,166,000 6,970,427 0.47%
NEXTERA ENERGY INC    (COM) NEE 2,029,721,000 8,381,733 0.47%
CISCO SYS INC    (COM) CSCO 2,014,481,000 42,003,368 0.46%
ABBOTT LABS    (COM) ABT 1,979,024,000 22,784,073 0.46%
HOME DEPOT INC    (COM) HD 1,974,121,000 9,039,849 0.45%
INVESCO QQQ TR    (UNIT SER 1) 1,927,450,000 9,065,657 0.44%
ISHARES TR    (MSCI EMG MKT ETF) EEM 1,925,769,000 42,918,853 0.44%
ISHARES TR    (MSCI EAFE ETF) EFA 1,879,934,000 27,072,755 0.43%
PFIZER INC    (COM) PFE 1,855,111,000 47,348,466 0.43%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 1,830,751,000 10,737,545 0.42%
UNITED TECHNOLOGIES CORP    (COM) UTX 1,786,437,000 11,928,664 0.41%
INTEL CORP    (COM) INTC 1,753,878,000 29,304,553 0.40%
ADOBE INC    (COM) ADBE 1,749,143,000 5,303,482 0.40%
SALESFORCE COM INC    (COM) CRM 1,716,742,000 10,555,472 0.39%
SHOPIFY INC    (CL A) 1,711,789,000 4,305,522 0.39%
PROCTER & GAMBLE CO    (COM) PG 1,684,924,000 13,490,182 0.39%
MERCK & CO INC    (COM) MRK 1,677,791,000 18,447,404 0.39%
HONEYWELL INTL INC    (COM) HON 1,666,145,000 9,413,249 0.38%
AMGEN INC    (COM) AMGN 1,630,174,000 6,762,243 0.37%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,624,524,000 9,234,438 0.37%
ISHARES TR    (CORE S&P SCP ETF) IJR 1,623,326,000 19,359,883 0.37%
PEPSICO INC    (COM) PEP 1,608,828,000 11,771,624 0.37%
BECTON DICKINSON & CO    (COM) BDX 1,589,872,000 5,845,758 0.36%
UBER TECHNOLOGIES INC    (COM) 1,589,226,000 53,437,411 0.36%
WORKDAY INC    (CL A) WDAY 1,573,978,000 9,571,170 0.36%
TWITTER INC    (COM) TWTR 1,566,582,000 48,879,268 0.36%
MCDONALDS CORP    (COM) MCD 1,551,211,000 7,849,850 0.36%
NIKE INC    (CL B) NKE 1,547,242,000 15,272,355 0.35%
BAXTER INTL INC    (COM) BAX 1,508,082,000 18,034,953 0.35%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 1,505,483,000 5,089,531 0.35%
ISHARES TR    (S&P 500 GRWT ETF) IVW 1,492,906,000 7,709,695 0.34%
BOEING CO    (COM) BA 1,488,961,000 4,570,731 0.34%
VANGUARD INDEX FDS    (VALUE ETF) VTV 1,471,603,000 12,278,699 0.34%
ZOETIS INC    (CL A) ZTS 1,458,886,000 11,022,942 0.33%
ISHARES TR    (CORE MSCI EAFE) IEFA 1,454,823,000 22,299,566 0.33%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 1,444,457,000 32,783,843 0.33%
VEEVA SYS INC    (CL A COM) VEEV 1,421,930,000 10,108,996 0.33%
WALMART INC    (COM) WMT 1,420,752,000 11,955,167 0.33%
ISHARES TR    (S&P 500 VAL ETF) IVE 1,363,916,000 10,484,396 0.31%
COMCAST CORP NEW    (CL A) CMCSA 1,361,414,000 30,273,875 0.31%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 1,357,174,000 7,450,039 0.31%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 1,324,880,000 13,041,444 0.30%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,318,424,000 8,057,841 0.30%
WELLS FARGO CO NEW    (COM) WFC 1,314,747,000 24,437,666 0.30%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 1,307,852,000 9,757,179 0.30%
STARBUCKS CORP    (COM) SBUX 1,292,953,000 14,706,045 0.30%
CVS HEALTH CORP    (COM) CVS 1,284,734,000 17,293,480 0.29%
BRISTOL MYERS SQUIBB CO    (COM) BMY 1,274,106,000 19,848,990 0.29%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,263,438,000 28,411,012 0.29%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 1,249,319,000 21,319,442 0.29%
ISHARES TR    (RUS 1000 VAL ETF) IWD 1,239,379,000 9,081,027 0.28%
OKTA INC    (CL A) 1,224,746,000 10,615,811 0.28%
ILLUMINA INC    (COM) ILMN 1,214,587,000 3,661,258 0.28%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,208,014,000 22,470,512 0.28%
EXXON MOBIL CORP    (COM) XOM 1,207,914,000 17,310,297 0.28%
ISHARES TR    (IBOXX HI YD ETF) HYG 1,174,057,000 13,350,659 0.27%
ISHARES TR    (CORE S&P MCP ETF) IJH 1,172,272,000 5,695,619 0.27%
UNION PACIFIC CORP    (COM) UNP 1,171,203,000 6,478,243 0.27%
ISHARES TR    (RUSSELL 2000 ETF) IWM 1,159,200,000 6,997,047 0.26%
LOCKHEED MARTIN CORP    (COM) LMT 1,137,431,000 2,921,134 0.26%
CITIGROUP INC    (COM NEW) C 1,120,005,000 14,019,345 0.26%
COUPA SOFTWARE INC    (COM) 1,115,012,000 7,624,007 0.25%
BOOKING HLDGS INC    (COM) 1,110,771,000 540,855 0.25%
EPAM SYS INC    (COM) EPAM 1,109,856,000 5,231,217 0.25%
ISHARES TR    (IBOXX INV CP ETF) LQD 1,091,788,000 8,532,250 0.25%
BLACKROCK INC    (COM) BLK 1,077,769,000 2,143,958 0.25%
MERCADOLIBRE INC    (COM) MELI 1,072,343,000 1,874,924 0.24%
VANGUARD GROUP    (DIV APP ETF) VIG 1,018,867,000 8,173,158 0.23%
ISHARES TR    (MSCI MIN VOL ETF) USMV 1,014,409,000 15,463,545 0.23%
BLACKSTONE GROUP INC    (COM CL A) 999,833,000 17,873,307 0.23%
SPDR GOLD TRUST    (GOLD SHS) GLD 975,695,000 6,827,818 0.22%
CROWN CASTLE INTL CORP NEW    (COM) CCI 972,338,000 6,840,214 0.22%
COSTCO WHSL CORP NEW    (COM) COST 955,614,000 3,251,268 0.22%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 954,457,000 26,490,606 0.22%
THE TRADE DESK INC    (COM CL A) 927,566,000 3,570,584 0.21%
FIDELITY NATL INFORMATION SV    (COM) FIS 926,769,000 6,663,085 0.21%
ISHARES INC    (MSCI JPN ETF NEW) 923,858,000 15,595,167 0.21%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 921,625,000 14,262,228 0.21%
ECOLAB INC    (COM) ECL 916,851,000 4,750,767 0.21%
DEXCOM INC    (COM) DXCM 913,129,000 4,174,496 0.21%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 908,474,000 29,515,073 0.21%
PAYPAL HLDGS INC    (COM) PYPL 894,735,000 8,271,576 0.20%
ABBVIE INC    (COM) ABBV 890,728,000 10,060,177 0.20%
TWILIO INC    (CL A) 867,519,000 8,827,010 0.20%
MEDTRONIC PLC    (SHS) MDT 862,951,000 7,606,439 0.20%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 831,872,000 10,266,221 0.19%
SLACK TECHNOLOGIES INC    (COM CL A) 807,975,000 35,941,939 0.18%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 805,465,000 2,825,199 0.18%
RAYTHEON CO    (COM NEW) RTN 797,791,000 3,630,606 0.18%
AMERICAN TOWER CORP NEW    (COM) AMT 789,848,000 3,436,804 0.18%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 780,441,000 7,661,902 0.18%
ISHARES TR    (TIPS BD ETF) TIP 777,927,000 6,673,469 0.18%
FIRST TR EXCHANGE TRADED FD    (FIRST TR ENH NEW) FTSM 766,788,000 12,760,650 0.17%
AMERICAN EXPRESS CO    (COM) AXP 766,539,000 6,157,429 0.17%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 754,038,000 6,516,055 0.17%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 741,182,000 57,769,538 0.17%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 732,957,000 9,092,627 0.17%
VANGUARD INDEX FDS    (MID CAP ETF) VO 731,673,000 4,106,371 0.17%
SPDR SERIES TRUST    (S&P BIOTECH) XBI 724,258,000 7,614,946 0.16%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 701,448,000 8,364,513 0.16%
ISHARES TR    (20 YR TR BD ETF) TLT 698,918,000 5,158,837 0.16%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 685,726,000 7,480,371 0.15%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 684,878,000 4,134,732 0.15%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 677,808,000 11,666,221 0.15%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 677,607,000 13,436,578 0.15%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 667,217,000 6,053,512 0.15%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 660,797,000 23,465,771 0.15%
CATERPILLAR INC DEL    (COM) CAT 659,318,000 4,464,509 0.15%
LOWES COS INC    (COM) LOW 659,240,000 5,504,680 0.15%
SIMON PPTY GROUP INC NEW    (COM) SPG 656,550,000 4,407,557 0.15%
WELLTOWER INC    (COM) HCN 654,000,000 7,997,062 0.15%
LAUDER ESTEE COS INC    (CL A) EL 651,005,000 3,151,953 0.15%
ISHARES TR    (1 3 YR TREAS BD) SHY 638,093,000 7,539,793 0.14%
ISHARES TR    (NASDAQ BIOTECH) IBB 635,118,000 5,270,251 0.14%
ISHARES TR    (CORE US AGGBD ET) AGG 633,794,000 5,640,243 0.14%
EMERSON ELEC CO    (COM) EMR 631,984,000 8,287,226 0.14%
FIRST TR EXCHANGE-TRADED FD    (PFD SECS INC ETF) FPE 628,051,000 31,293,043 0.14%
NETFLIX INC    (COM) NFLX 621,832,000 1,921,779 0.14%
SQUARE INC    (CL A) 609,575,000 9,743,830 0.14%
ROKU INC    (COM CL A) 600,390,000 4,483,870 0.13%
ISHARES TR    (SELECT DIVID ETF) DVY 591,949,000 5,602,400 0.13%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 577,986,000 5,373,120 0.13%
DOW INC    (COM) 572,213,000 10,455,230 0.13%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 568,069,000 10,568,702 0.13%
ZILLOW GROUP INC    (CL C CAP STK) 564,564,000 12,289,148 0.13%
TEXAS INSTRS INC    (COM) TXN 562,787,000 4,386,831 0.13%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 561,796,000 6,054,489 0.13%
FIRST TR EXCHANGE TRADED FD    (FST LOW OPPT EFT) LMBS 554,895,000 10,712,256 0.12%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 554,462,000 9,503,984 0.12%
ORACLE CORP    (COM) ORCL 551,372,000 10,407,142 0.12%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 548,817,000 5,856,550 0.12%
CHUBB LIMITED    (COM) CB 545,755,000 3,506,062 0.12%
NVIDIA CORP    (COM) NVDA 544,565,000 2,314,340 0.12%
MONGODB INC    (CL A) 529,248,000 4,021,337 0.12%
CONSTELLATION BRANDS INC    (CL A) STZ 517,670,000 2,728,177 0.12%
BROADCOM INC    (COM) 515,388,000 1,630,875 0.11%
ALLERGAN PLC    (SHS) AGN 513,810,000 2,687,707 0.11%
MOODYS CORP    (COM) MCO 510,724,000 2,151,239 0.11%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 508,646,000 6,243,352 0.11%
GOLDMAN SACHS GROUP INC    (COM) GS 508,287,000 2,210,621 0.11%
ATLASSIAN CORP PLC    (CL A) TEAM 505,318,000 4,199,072 0.11%
STRYKER CORP    (COM) SYK 504,978,000 2,405,345 0.11%
SEMPRA ENERGY    (COM) SRE 502,881,000 3,319,792 0.11%
ISHARES TR    (EXPANDED TECH) IGV 502,720,000 2,157,228 0.11%
MARATHON PETE CORP    (COM) MPC 499,684,000 8,293,510 0.11%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 496,967,000 2,029,686 0.11%
ISHARES TR    (RUS MD CP GR ETF) IWP 490,560,000 3,215,107 0.11%
3M CO    (COM) MMM 489,168,000 2,772,744 0.11%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 487,266,000 6,446,168 0.11%
ISHARES TR    (RUS 2000 GRW ETF) IWO 486,609,000 2,271,541 0.11%
QUALCOMM INC    (COM) QCOM 484,504,000 5,491,388 0.11%
ISHARES GOLD TRUST    (ISHARES) IAU 482,044,000 33,244,388 0.11%
DIAGEO P L C    (SPON ADR NEW) DEO 474,863,000 2,819,516 0.11%
HDFC BANK LTD    (SPONSORED ADS) HDB 469,882,000 7,414,876 0.10%
MONDELEZ INTL INC    (CL A) MDLZ 462,093,000 8,389,452 0.10%
FIRST TR EXCHANGE TRADED FD    (NO AMER ENERGY) EMLP 459,190,000 18,014,507 0.10%
BP PLC    (SPONSORED ADR) BP 458,479,000 12,148,365 0.10%
ROYAL DUTCH SHELL PLC    (SPON ADR B) RDS-B 455,925,000 7,602,554 0.10%
ISHARES TR    (RUS MDCP VAL ETF) IWS 451,894,000 4,768,322 0.10%
CONOCOPHILLIPS    (COM) COP 447,420,000 6,880,199 0.10%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 446,427,000 1,189,267 0.10%
S&P GLOBAL INC    (COM) SPGI 443,590,000 1,624,574 0.10%
SELECT SECTOR SPDR TR    (ENERGY) XLE 440,628,000 7,338,895 0.10%
TRIP COM GROUP LTD    (ADS) 440,620,000 13,137,175 0.10%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 438,724,000 6,966,084 0.10%
CHURCH & DWIGHT INC    (COM) CHD 436,330,000 6,203,158 0.10%
CME GROUP INC    (COM) CME 434,560,000 2,165,010 0.10%
FACTSET RESH SYS INC    (COM) FDS 430,557,000 1,604,759 0.10%
LILLY ELI & CO    (COM) LLY 427,352,000 3,251,545 0.09%
DXC TECHNOLOGY CO    (COM) 420,519,000 11,186,966 0.09%
ISHARES TR    (RUS 2000 VAL ETF) IWN 407,835,000 3,171,827 0.09%
KIMBERLY CLARK CORP    (COM) KMB 407,740,000 2,964,311 0.09%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 Next >Full Portfolio View
Total Value As 2019-12-31: 430,004,068,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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