Titelia

Holdings of Global Strategist Portfolio

MORGAN STANLEY VARIABLE INSURANCE FUND INC. · Original filing · Compare with another fund · Report an error

Net assets
76.7M $ including 36.4M $ in equities, 47.4 %
Positions
1,145 in 27 countries
Bond lines
38 from 27 companies
Top ten
11.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1,101Qantas Airways Ltd 4082.4K $0.00 %
1,102Nemetschek SE 322.4K $0.00 %
1,103Syensqo SA 412.4K $0.00 %
1,104L E Lundbergforetagen AB 422.4K $0.00 %
1,105BKW AG 122.4K $0.00 %
1,106Canadian Utilities Ltd 672.4K $0.00 %
1,107Salmar ASA 402.3K $0.00 %
1,108Aeroports de Paris SA 192.3K $0.00 %
1,109Mapfre SA 5192.3K $0.00 %
1,110Fastighets AB Balder 3932.3K $0.00 %
1,111ICL Group Ltd 4382.3K $0.00 %
1,112Empire Co Ltd 632.3K $0.00 %
1,113Bollore SE 3932.2K $0.00 %
1,114D'ieteren Group 122.2K $0.00 %
1,115Snap Inc 4832.2K $0.00 %
1,116Sagax AB 1202.2K $0.00 %
1,117Rational AG 32.2K $0.00 %
1,118Sofina SA 92.2K $0.00 %
1,119Buzzi SpA 432.2K $0.00 %
1,120Swire Pacific Ltd 1952.1K $0.00 %
1,121Gecina SA 262.1K $0.00 %
1,122CTS Eventim AG & Co KGaA 352K $0.00 %
1,123IGM Financial Inc 432K $0.00 %
1,124Brown-Forman Corp 772K $0.00 %
1,125Delivery Hero SE 1082K $0.00 %
1,126Contact Energy Ltd 3722K $0.00 %
1,127Covivio SA/France 311.9K $0.00 %
1,128FDJ UNITED 621.8K $0.00 %
1,129Meridian Energy Ltd 5571.8K $0.00 %
1,130Grifols SA 1681.8K $0.00 %
1,131Investment AB Latour 811.7K $0.00 %
1,132Wharf Holdings Ltd/The 5991.7K $0.00 %
1,133Monday.com Ltd 241.7K $0.00 %
1,134Demant A/S 541.6K $0.00 %
1,135Randstad NV 601.6K $0.00 %
1,136CVC Capital Partners PLC 1191.6K $0.00 %
1,137Hikma Pharmaceuticals PLC 921.5K $0.00 %
1,138ROCKWOOL A/S 551.5K $0.00 %
1,139Dream Finders Homes Inc 1091.5K $0.00 %
1,140Holmen AB 391.4K $0.00 %
1,141JD Sports Fashion PLC 1,3941.3K $0.00 %
1,142CONTRA CYBERARK SOFTWA 291.3K $0.00 %
1,143Infrastrutture Wireless Italiane SpA 1541.2K $0.00 %
1,144Nexi SpA 2881.1K $0.00 %
1,145BCE Inc 37933.6 $0.00 %

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The bonds it holds

This fund holds 38 bond lines from 27 companies. Only companies that already have a page on Titelia appear here.

RankCompanyBond linesValueWeight
1Verizon Communications Inc3260.9K $0.34 %
2BNP Paribas SA1259.6K $0.34 %
3Citigroup Inc1248.8K $0.32 %
4ONEOK Inc2203.2K $0.27 %
5Goldman Sachs Group Inc/The2191.3K $0.25 %
6JPMorgan Chase & Co1188.2K $0.25 %
7AT&T Inc2179.8K $0.23 %
8HSBC Holdings PLC1179K $0.23 %
9PNC Financial Services Group Inc/The1138.1K $0.18 %
10Las Vegas Sands Corp4137.7K $0.18 %
11US Bancorp2130K $0.17 %
12Lloyds Banking Group PLC1128.2K $0.17 %
13Allianz SE1126K $0.16 %
14AXA SA1113.5K $0.15 %
15CaixaBank SA1113.1K $0.15 %
16Westpac Banking Corp1112.3K $0.15 %
17Micron Technology Inc1107.9K $0.14 %
18Global Payments Inc199.2K $0.13 %
19Williams Cos Inc/The197.7K $0.13 %
20Charles Schwab Corp/The194.6K $0.12 %
21Oracle Corp292K $0.12 %
22Jefferies Financial Group Inc187.1K $0.11 %
23Bank of New York Mellon Corp/The176.1K $0.10 %
24Boeing Co/The274.6K $0.10 %
25Diamondback Energy Inc153.4K $0.07 %
26Vontier Corp148K $0.06 %
27Meta Platforms Inc146.9K $0.06 %

Sector breakdown

  • Technology 24.0 %
  • Financials 13.5 %
  • Health care 10.0 %
  • Industrials 8.4 %
  • Consumer discretionary 8.2 %
  • Communication 7.5 %
  • Consumer staples 4.7 %
  • Energy 3.7 %
  • Materials 3.0 %
  • Utilities 2.4 %
  • Real estate 1.0 %
  • Unattributed 13.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 72.4 %
  • EUR 10.8 %
  • GBP 4.7 %
  • CAD 4.1 %
  • CHF 2.8 %
  • AUD 2.1 %
  • SEK 1.0 %
  • HKD 0.6 %
  • DKK 0.5 %
  • SGD 0.5 %
  • NOK 0.3 %
  • ILS 0.2 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 72.0 %
  • United Kingdom 4.7 %
  • Canada 3.9 %
  • France 3.1 %
  • Switzerland 2.9 %
  • Germany 2.7 %
  • Australia 2.1 %
  • Netherlands 1.8 %
  • Spain 1.2 %
  • Sweden 1.0 %
  • Italy 1.0 %
  • Hong Kong SAR China 0.6 %
  • Other countries 3.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States56126.2M $71.96 %
2United Kingdom711.7M $4.72 %
3Canada761.4M $3.93 %
4France511.1M $3.11 %
5Switzerland411.1M $2.90 %
6Germany47997.3K $2.74 %
7Australia46750.8K $2.06 %
8Netherlands33664.7K $1.83 %
9Spain19422.9K $1.16 %
10Sweden40364.1K $1.00 %
11Italy24362.3K $1.00 %
12Hong Kong SAR China20209.4K $0.58 %
Cite this page

Titelia. "Holdings of Global Strategist Portfolio". https://titelia.com/en/funds/S000004181