MORGAN STANLEY
Top Portfolio Positions
5,189 positions ·
$313,524,545,538 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
90,510,747 | $22,970,722,477 | 7.33% |
| SPY |
Spdr S&P 500 Etf Trust
|
20,974,016 | $13,640,241,563 | 4.35% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
37,882,393 | $11,143,484,723 | 3.55% |
| GOOGL |
Alphabet Inc.
Communication Services
|
38,301,608 | $11,014,010,392 | 3.51% |
| NVDA |
Nvidia Corp
Technology
|
62,891,798 | $10,968,329,569 | 3.50% |
| META |
Meta Platforms, Inc.
Communication Services
|
14,125,738 | $8,081,758,478 | 2.58% |
| LLY |
ELI LILLY & Co
Healthcare
|
7,277,766 | $6,693,870,826 | 2.14% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
32,102,051 | $6,685,894,159 | 2.13% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
19,541,498 | $6,427,003,272 | 2.05% |
| WMT |
Walmart Inc.
Consumer Defensive
|
41,980,282 | $5,217,309,446 | 1.66% |
Portfolio Trend
Holdings in BTE
Shares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,849,497 | 6,230,313 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,007,471 | 3,098,289 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $497,443 | 212,583 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,037 | 3,373 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $10,063,578 | 4,512,816 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $333,245 | 129,165 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $86,462 | 29,112 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $114,714 | 32,964 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,297 | 1,184 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,339,749 | 1,005,949 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $12,523,299 | 2,839,751 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $12,820,025 | 3,932,525 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,504,202 | 3,067,788 | Shares | Defined | 2023-05-15 | |
| 2020-09-30 | $1,131,046 | 3,231,560 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,640,890 | 7,281,781 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,960,458 | 21,567,210 | Shares | Defined | 2020-05-26 | |
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