MORGAN STANLEY
Top Portfolio Positions
5,189 positions ·
$1,239,477,352,528 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 | 2.13% | |
| 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 | 1.18% |
Portfolio Trend
Holdings in EPM
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,983,085 | 651,329 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,336,266 | 659,963 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,089,935 | 641,066 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,785,194 | 592,595 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,154,809 | 609,037 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,245,620 | 620,578 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,384,542 | 637,391 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,362,736 | 638,091 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,105,736 | 668,687 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,105,838 | 534,568 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,509,702 | 366,916 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,134,313 | 388,391 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,147,508 | 181,856 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,149,674 | 152,275 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,145,662 | 164,607 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,410,408 | 258,317 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,161,381 | 171,043 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $724,022 | 143,371 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $883,864 | 155,610 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $948,510 | 191,232 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $259,579 | 76,799 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $321,396 | 112,771 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $236,773 | 105,703 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $315,771 | 112,776 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $818,926 | 313,765 | Shares | Defined | 2020-05-26 | |
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