MORGAN STANLEY
Top Portfolio Positions
5,222 positions ·
$1,239,589,050,973 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
244,474,722 | $62,045,239,682 | 5.01% | |
| NVDA |
Nvidia Corp
Technology
|
342,954,346 | $59,811,237,934 | 4.83% | |
| MSFT |
Microsoft Corp
Technology
|
124,881,288 | $46,227,306,365 | 3.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
173,925,856 | $36,223,538,016 | 2.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
120,955,598 | $34,781,991,748 | 2.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
40,502,730 | $26,340,545,421 | 2.12% | |
| AVGO |
Broadcom Inc.
Technology
|
75,935,152 | $23,502,688,883 | 1.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
38,078,962 | $21,786,116,518 | 1.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
68,544,442 | $20,163,033,047 | 1.63% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
39,177,400 | $14,564,198,442 | 1.17% |
Portfolio Trend
Holdings in CHMI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,412 | 18,565 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $30,542 | 11,978 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $28,624 | 11,977 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $32,695 | 11,977 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $92,127 | 27,918 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $36,583 | 13,858 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $52,557 | 14,479 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $52,524 | 14,470 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $97,717 | 27,604 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $88,479 | 21,901 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $166,878 | 44,860 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $217,931 | 45,121 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $688,409 | 124,712 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $732,687 | 126,326 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $555,000 | 113,035 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $805,227 | 125,817 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $96,035 | 12,440 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $368,493 | 44,558 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $150,434 | 16,941 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $338,402 | 34,321 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $64,342 | 6,889 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $160,862 | 17,600 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $61,207 | 6,816 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $96,874 | 10,740 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $146,189 | 23,579 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||