MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

MCR — Mfs Charter Income 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 MCR

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$46,528,340	7,677,944	-5.2%	Shares	Defined	2026-05-15
2025-12-31	$50,788,102	8,100,176	+0.4%	Shares	Defined	2026-05-27
2025-09-30	$51,770,224	8,063,898	-0.5%	Shares	Defined	2026-05-27
2025-06-30	$51,564,392	8,107,609	+2.1%	Shares	Defined	2025-08-15
2025-03-31	$49,788,401	7,940,734	-0.7%	Shares	Defined	2025-05-15
2024-12-31	$51,003,505	7,994,280	-1.7%	Shares	Defined	2025-05-15
2024-09-30	$53,434,788	8,133,149	+0.6%	Shares	Defined	2025-05-14
2024-06-30	$50,711,006	8,087,880	-0.4%	Shares	Defined	2025-05-14
2024-03-31	$51,495,246	8,122,279	+1.1%	Shares	Defined	2024-10-17
2023-12-31	$51,878,340	8,030,703	+2.7%	Shares	Defined	2024-08-16
2023-09-30	$45,740,452	7,818,881	-2.6%	Shares	Defined	2023-11-15
2023-06-30	$50,675,577	8,030,995	+0.2%	Shares	Defined	2023-08-14
2023-03-31	$50,405,410	8,013,579	+1.3%	Shares	Defined	2023-05-15
2022-12-31	$48,646,799	7,910,049	+3.2%	Shares	Defined	2023-02-14
2022-09-30	$45,589,197	7,662,050	-0.7%	Shares	Defined	2022-11-14
2022-06-30	$48,618,384	7,717,204	+58.5%	Shares	Defined	2022-10-27
2022-03-31	$35,741,704	4,869,442	+5.2%	Shares	Defined	2022-10-27
2021-12-31	$39,435,322	4,628,559	+6.8%	Shares	Defined	2022-02-14
2021-09-30	$37,270,568	4,333,787	+6.1%	Shares	Defined	2021-11-15
2021-06-30	$35,691,642	4,083,712	+4.7%	Shares	Defined	2021-08-23
2021-03-31	$33,301,764	3,899,504	+5.7%	Shares	Defined	2021-05-17
2020-12-31	$32,344,531	3,688,088	+1.6%	Shares	Defined	2021-02-16
2020-09-30	$29,081,586	3,630,660	+2.6%	Shares	Defined	2020-11-13
2020-06-30	$28,138,158	3,539,391	+6.1%	Shares	Defined	2020-08-14
2020-03-31	$24,683,284	3,335,579	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.