MTGAX
Morgan Stanley Mortgage Securities Trust
MORGAN STANLEY MORTGAGE SECURITIES TRUST

Portfolio concentration

As of July 31, 2025 · N-PORT
Holdings
653
Top-10 weight
29.21%
Effective holdings ?
65
Crowding ?
15.9

Holdings

As of July 31, 2025 · N-PORT
#SecurityTickerSharesValue% of fund
1 UMBS 30YR 5.5% 08/01/2055 #TBA 60,000,000 $59.68M 10.03%
2 U.S. Treasury Bills B 38,000,000 $37.51M 6.30%
3 FNMA TBA 30 YR 3 SINGLE FAMILY MORTGAGE FNCL 30,000,000 $25.68M 4.31%
4 U.S. Treasury Bills B 25,000,000 $24.74M 4.16%
5 Uniform Mortgage-Backed Security, TBA FNMA 20,000,000 $18.97M 3.19%
6 Uniform Mortgage-Backed Security, TBA FNMA 13,000,000 $12.65M 2.13%
7 Uniform Mortgage-Backed Security, TBA FNMA 10,000,000 $10.14M 1.70%
8 U.S. Treasury Bills 10,000,000 $9.97M 1.68%
9 U.S. Treasury Bills 10,000,000 $9.90M 1.66%
10 U.S. Treasury Bills B 10,000,000 $9.83M 1.65%
11 MSILF-GOVT-INS MVRXX 8,705,558 $8.71M 1.46%
12 Government National Mortgage Association, TBA GNR 6,900,000 $7.00M 1.18%
13 FANNIE MAE OR FREDDIE MAC MBS 30YR TBA FNCL 8,000,000 $6.55M 1.10%
14 Su Casita, Series 2007-CB1A, Class A 7,611,563 $6.24M 1.05%
15 Finance of America HECM Buyout, Series 2024-HB1, Class M4 6,800,000 $6.20M 1.04%
16 RMF Buyout Issuance Trust, Series 2020-HB1, Class M5 7,941,136 $6.18M 1.04%
17 ACM Auto Trust, Series 2024-2A, Class B 5,800,000 $5.97M 1.00%
18 CWHEQ Revolving Home Equity Loan Trust, Series 2005-F, Class 2A CWHEL 5,642,380 $5.45M 0.92%
19 CFMT LLC, Series 2025-AB3, Class M4 7,295,181 $5.43M 0.91%
20 NZES 2025-FHT1 A 144A 6.545% 03-25-32 NZES 5,358,767 $5.40M 0.91%
21 Nykredit Realkredit A/S, Series 01E 35,000,000 $5.29M 0.89%
22 loanDepot GMSR Trust, Series 2025-GT1, Class A 5,000,000 $5.01M 0.84%
23 UST BILLS 0% 08/21/2025 5,000,000 $4.99M 0.84%
24 Government National Mortgage Association, TBA GNR 5,400,000 $4.97M 0.84%
25 Brookfield Corporate Treasury Ltd. 5,000,000 $4.96M 0.83%
26 RMF Buyout Issuance Trust, Series 2021-HB1, Class M4 5,250,000 $4.94M 0.83%
27 U.S. Treasury Bills B 5,000,000 $4.93M 0.83%
28 U.S. Treasury Bills B 5,000,000 $4.91M 0.83%
29 Champs Trust, Series 2025-1, Class A 4,653,287 $4.85M 0.81%
30 FHLMC Gold Pool, Other 5,273,699 $4.52M 0.76%
31 UMBS, 30 Year 4,399,890 $4.48M 0.75%
32 Cascade Funding Mortgage Trust, Series 2025-HB16, Class M4 5,000,000 $4.45M 0.75%
33 VCC Trust, Series 2025-MC1, Class A1 4,445,483 $4.45M 0.75%
34 Prpm Fundido DAC, Series 2025-1A, Class C 4,000,000 $4.39M 0.74%
35 Saluda Grade Alternative Mortgage Trust, Series 2025-NPL2, Class A1 GRADE 4,291,955 $4.28M 0.72%
36 CSMC Trust, Series 2021-BPNY, Class A 4,522,642 $4.25M 0.71%
37 PMT Issuer Trust-FMSR, Series 2021-FT1, Class A 69346MAD 4,131,000 $4.16M 0.70%
38 Government National Mortgage Association, TBA GNR 4,000,000 $4.11M 0.69%
39 PNMSR 2024-GT1 A 4,000,000 $4.02M 0.68%
40 Freddie Mac Seasoned Credit Risk Transfer Trust Series 2019-4 4,247,000 $4.01M 0.67%
41 Uniform Mortgage-Backed Security, TBA FNMA 5,000,000 $3.91M 0.66%
42 FMC Issuer Trust-FMSR, Series 2024-FT1, Class A 3,800,000 $3.83M 0.64%
43 NZES 2024-FNT1 A NZES 3,782,646 $3.83M 0.64%
44 FNMA, Other 4,981,126 $3.81M 0.64%
45 Freddie Mac Seasoned Credit Risk Transfer Trust Series 2019-3 3,905,272 $3.80M 0.64%
46 Freddie Mac Seasoned Credit Risk Transfer Trust Series 2019-2 3,872,500 $3.74M 0.63%
47 RFT 2023-1 A RFT 3,588,554 $3.61M 0.61%
48 Government National Mortgage Association, TBA GNR 3,700,000 $3.61M 0.61%
49 RPIT 2019-1 A RPIT 3,770,557 $3.59M 0.60%
50 CFMT LLC, Series 2024-HB14, Class M5 4,000,000 $3.54M 0.59%
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