MORGAN STANLEY

CIK
0000895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

4,291 positions · $308,763,789,965 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
87,961,848 $23,913,307,993 7.74%
SPY
Spdr S&P 500 Etf Trust
28,519,065 $19,447,720,801 6.30%
MSFT
Microsoft Corp
Technology
38,928,000 $18,826,359,358 6.10%
GOOGL
Alphabet Inc.
Communication Services
53,006,668 $16,591,087,084 5.37%
AVGO
Broadcom Inc.
Technology
27,698,356 $9,586,401,009 3.10%
NVDA
Nvidia Corp
Technology
48,710,302 $9,084,471,321 2.94%
TSLA
Tesla, Inc.
Consumer Cyclical
19,770,108 $8,891,012,966 2.88%
JPM
Jpmorgan Chase & Co
Financial Services
19,421,710 $6,258,063,394 2.03%
MA
Mastercard Inc
Financial Services
10,767,138 $6,146,743,736 1.99%
V
Visa Inc.
Financial Services
12,069,768 $4,232,988,333 1.37%

Portfolio Trend

51 quarters · across all stocks

Holdings in ERIC

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $5,346,650 554,057
2025-09-30 $2,140,615 258,841
2025-06-30 $95,230,755 11,230,042
2025-03-31 $73,815,383 9,512,292
2024-12-31 $36,291,896 4,502,717
2024-09-30 $6,030,943 795,639
2024-06-30 $4,259,039 690,282
2024-03-31 $5,009,035 909,081
2023-12-31 $2,409,844 382,515
2023-09-30 $23,493,823 4,834,121
2023-06-30 $20,247,061 3,715,058
2023-03-31 $34,595,299 5,913,727
2022-12-31 $25,173,381 4,310,511
2022-09-30 $28,477,359 4,961,213
2022-06-30 $39,185,447 5,295,331
2022-03-31 $5,907,317 646,315
2021-12-31 $19,698,178 1,812,160
2021-09-30 $27,560,678 2,460,775
2021-06-30 $57,035,718 4,533,841
2021-03-31 $39,191,141 2,971,277
2020-12-31 $50,234,869 4,203,755
2020-09-30 $34,103,581 3,131,642
2020-06-30 $26,878,088 2,890,117
2020-03-31 $9,384,634 1,160,029