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 SYM

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Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2026-03-31 $123,971,211 2,330,286
2025-12-31 $150,587,000 2,530,874
2025-09-30 $58,643 1,088
2025-06-30 $52,758 1,358
2025-03-31 $28,139,977 1,392,379
2024-12-31 $6,686 282
2024-09-30 $5,696,039 233,540
2024-06-30 $3,645,317 103,678
2024-03-31 $40,545 901
2023-12-31 $10,266 200
2023-09-30 $6,930,370 207,310
2023-06-30 $1,547,708 36,153
2023-03-31 $411,347 18,010
2022-12-31 $52,499 4,397
2022-09-30 $1,163,029 101,133
2022-06-30 $12,077 1,101