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
$426M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M

Top Sells

1
+$12.6M
2
+$2.48M
3
+$1.44M

Sector Composition

1 Energy 83.53%
2 Healthcare 16.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENB icon
1
Enbridge
ENB
$103B
$354M 83.13%
7,995,764
-283,432
NHC icon
2
National Healthcare
NHC
$1.89B
$70.2M 16.47%
756,597
-15,513
EXE
3
Expand Energy Corp
EXE
$24B
$1.68M 0.4%
+15,135
SWN
4
DELISTED
Southwestern Energy Company
SWN
– –
-24,865