These stocks have strong total shareholder returns, says Morgan Stanley

As investors seek returns from companies flush with cash, certain names stand above the rest, according to Morgan Stanley. Despite heavy growth in capital expenditures in the third quarter, cash balances at companies increased slightly, strategist Todd Castagno said in a note Tuesday. The Russell 1000 cash balance increased to $2.1 trillion in the quarter, he said. Total shareholder return, which includes dividend and buybacks, also rose somewhat. It increased to $1.9 trillion, a 1% quarter-over-quarter move higher and a 9.2% increase year over year, Castagno said. Within those returns, $770 billion of dividends were paid, up 6.2% year over year, and $1.1 trillion of net share repurchases were done, 11.3% higher from a year ago, he added. "Dividends provide current income to investors, but