MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

FINS — Angel Oak Financial Strategies Income Term Trust

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.96%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.78%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.90%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.11%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in FINS

Compact Export CSV

Shares Held

Position Value (USD)

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,941,923	622,896	-5.0%	Shares	Defined	2026-05-15
2025-12-31	$8,660,145	655,575	-12.0%	Shares	Defined	2026-05-27
2025-09-30	$9,766,687	744,980	-0.4%	Shares	Defined	2026-05-27
2025-06-30	$9,704,742	747,669	-7.3%	Shares	Defined	2025-08-15
2025-03-31	$10,874,665	806,726	-8.1%	Shares	Defined	2025-05-15
2025-01-07	$11,274,769	877,414	-0.1%	Shares	Sole	2025-01-07
2024-12-31	$11,150,852	878,020	-58.6%	Shares	Defined	2025-05-15
2024-09-30	$28,050,275	2,121,806	-4.2%	Shares	Defined	2025-05-14
2024-06-30	$27,409,160	2,215,777	-2.4%	Shares	Defined	2025-05-14
2024-03-31	$28,359,430	2,270,571	+0.2%	Shares	Defined	2024-10-17
2023-12-31	$26,998,730	2,266,896	-0.2%	Shares	Defined	2024-08-16
2023-09-30	$27,344,284	2,271,120	+0.4%	Shares	Defined	2023-11-15
2023-06-30	$26,703,484	2,261,091	+0.6%	Shares	Defined	2023-08-14
2023-03-31	$27,709,837	2,247,351	+3.2%	Shares	Defined	2023-05-15
2022-12-31	$27,902,882	2,178,211	+1.6%	Shares	Defined	2023-02-14
2022-09-30	$28,725,178	2,143,670	+1.5%	Shares	Defined	2022-11-14
2022-06-30	$30,796,911	2,112,271	+0.7%	Shares	Defined	2022-10-27
2022-03-31	$33,125,335	2,097,868	+4.2%	Shares	Defined	2022-10-27
2021-12-31	$34,352,050	2,013,602	+67.0%	Shares	Defined	2022-02-14
2021-09-30	$20,517,286	1,205,481	+5.4%	Shares	Defined	2021-11-15
2021-06-30	$20,567,465	1,143,908	+124.8%	Shares	Defined	2021-08-23
2021-03-31	$8,866,100	508,961	+227.1%	Shares	Defined	2021-05-17
2020-12-31	$2,620,270	155,598	+23.2%	Shares	Defined	2021-02-16
2020-09-30	$2,127,245	126,246	+11.0%	Shares	Defined	2020-11-13
2020-06-30	$1,922,003	113,728	-6.2%	Shares	Defined	2020-08-14
2020-03-31	$2,074,127	121,294	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.