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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in XFLT

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2025-12-31 $40,140,000 1,672,500
2025-09-30 $20,133,771 759,765
2025-06-30 $3,494,722 123,707
2025-03-31 $4,003,847 135,494
2024-12-31 $3,434,805 103,458
2024-09-30 $3,255,663 95,474
2024-06-30 $3,203,907 90,891
2024-03-31 $2,880,276 81,249
2023-12-31 $2,204,974 61,764
2023-09-30 $2,396,707 68,970
2023-06-30 $1,034,798 30,982
2023-03-31 $1,109,243 34,529
2022-12-31 $1,616,592 51,158
2022-09-30 $1,547,607 52,108
2022-06-30 $4,229,705 121,195
2022-03-31 $5,558,056 131,241
2021-12-31 $3,586,598 80,417
2021-09-30 $2,701,627 62,975
2021-06-30 $2,732,875 57,233
2021-03-31 $2,228,640 49,089
2020-12-31 $748,462 19,959
2020-09-30 $95,210 3,179
2020-06-30 $91,152 3,204
2020-03-31 $74,712 3,328