MSIIA

Morgan Stanley Institutional Investment Advisors Portfolio holdings

AUM $808M
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$808M
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$368M

Top Sells

1
+$2.47M
2
+$1.68M
3
+$474K

Sector Composition

1 Industrials 45.53%
2 Energy 44.52%
3 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WM icon
1
Waste Management
WM
$86.8B
$368M 45.53%
+1,608,460
ENB icon
2
Enbridge
ENB
$103B
$360M 44.52%
7,941,315
-54,449
NHC icon
3
National Healthcare
NHC
$1.89B
$80.5M 9.96%
752,165
-4,432
EXE
4
Expand Energy Corp
EXE
$24B
– –
-15,135