MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,189 positions · $1,239,477,352,528 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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

52 quarters · across all stocks

Holdings in PLUS

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $54,308,298 721,705
2025-12-31 $65,988,983 752,440
2025-09-30 $38,746,108 545,643
2025-06-30 $8,072,748 111,966
2025-03-31 $35,737,092 585,566
2024-12-31 $8,388,111 113,537
2024-09-30 $13,888,261 141,227
2024-06-30 $11,113,447 150,834
2024-03-31 $113,568 1,446
2023-12-31 $304,908 3,819
2023-09-30 $55,507,709 873,862
2023-06-30 $47,421,036 842,292
2023-03-31 $38,556,371 786,223
2022-12-31 $35,390,651 799,247
2022-09-30 $7,411,106 178,409
2022-06-30 $11,072,223 208,438
2022-03-31 $6,428,565 114,673
2021-12-31 $7,280,211 135,119
2021-09-30 $3,211,846 62,603
2021-06-30 $2,959,683 68,282
2021-03-31 $2,718,278 54,562
2020-12-31 $3,298,476 75,008
2020-09-30 $1,297,616 35,454
2020-06-30 $1,398,474 39,572
2020-03-31 $1,036,173 33,094