MORGAN STANLEY Information

1585 BROADWAY, NEW YORK, New York, 10036, (212) 761-4000

Report Date: 12/31/2013

Position Statistics

Total Positions 6,199
New Positions 1,125
Increased Positions 3,912
Decreased Positions 2,240
Positions with Activity 6,152
Sold Out Positions 31
Total Mkt Value (in $ millions) 235,463

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.07%
Capital Goods 3.12%
Conglomerates 0.24%
Consumer Cyclical 2.06%
Consumer/Non-Cyclical 5.6%
Energy 7.06%
Financial 42.29%
Healthcare 6.54%
Services 11.92%
Technology 11.17%
Transportation 1.63%
Utilities 3.39%

6,199 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WELLS FARGO & CO NEW COM 867,633 -375,217 (30.19) 17,732,118
MOTOROLA SOLUTIONS INC COM NEW 864,667 -8,423 (0.97) 13,692,272
BERKSHIRE HATHAWAY INC DEL CL B NEW 853,294 105,869 14.16 6,709,342
AMERISOURCEBERGEN CORP COM 821,661 239,305 41.09 12,703,472
SELECT SECTOR SPDR TR SBI INT-FINL 815,472 106,908 15.09 37,304,321
INTERNATIONAL BUSINESS MACHS COM 790,735 -110,481 (12.26) 4,161,543
VORNADO RLTY TR SH BEN INT 783,076 -8,516 (1.08) 7,790,250
HONEYWELL INTL INC COM 772,570 -25,824 (3.24) 8,298,283
WISDOMTREE TR JAPN HEDGE EQT 766,000 165,031 27.46 16,430,724
TESLA MTRS INC COM 763,771 -3,551 (0.46) 3,855,095
BANK OF AMERICA CORPORATION COM 747,454 35,423 4.98 46,281,991
SELECT SECTOR SPDR TR SBI INT-INDS 745,272 28,023 3.91 14,128,379
DISNEY WALT CO COM DISNEY 725,519 -11,154 (1.51) 9,070,118
ISHARES CHINA LG-CAP ETF 721,680 -884,272 (55.06) 20,147,394
INTUITIVE SURGICAL INC COM NEW 721,469 24,789 3.56 1,751,182
VERIZON COMMUNICATIONS INC COM 720,662 -18,449 (2.5) 15,139,955
SCHLUMBERGER LTD COM 718,274 19,778 2.83 7,189,209
BRISTOL MYERS SQUIBB CO COM 703,693 15,507 2.25 14,227,509
SELECT SECTOR SPDR TR SBI INT-ENERGY 686,904 40,003 6.18 7,402,778
ATHENAHEALTH INC COM 680,735 -59,365 (8.02) 4,676,019