MSIIA

Morgan Stanley Institutional Investment Advisors Portfolio holdings

AUM $946M
1-Year Est. Return 8.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$832M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$9.09M
2 +$5.33M
3 +$318K

Sector Composition

1 Energy 46.99%
2 Industrials 42.06%
3 Healthcare 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ENB icon
1
Enbridge
ENB
$118B
$391M 46.99%
7,748,227
-193,088
WM icon
2
Waste Management
WM
$99.2B
$350M 42.06%
1,584,799
-23,661
NHC icon
3
National Healthcare
NHC
$2.6B
$91M 10.94%
749,221
-2,944