Titelia

Holdings of Global Strategist Portfolio

MORGAN STANLEY VARIABLE INSURANCE FUND INC. ·1145 declared positions · as of Mar 31, 2026

Original filing · Net assets 76.7M $ · Ten largest lines: 24.6 % of the equity sleeve

Sector breakdown

  • Technology 24.1 %
  • Financials 13.4 %
  • Health care 10.0 %
  • Industrials 8.5 %
  • Consumer discretionary 8.1 %
  • Communication 7.5 %
  • Consumer staples 4.9 %
  • Energy 3.7 %
  • Materials 3.0 %
  • Utilities 2.4 %
  • Real estate 1.0 %
  • Unattributed 13.4 %

Titelia classification, company by company. The unattributed share stays visible.

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 %

The quoted currency of each line, as declared.

Country breakdown

  • US 72.0 %
  • GB 4.7 %
  • CA 3.9 %
  • FR 3.1 %
  • CH 2.9 %
  • DE 2.7 %
  • AU 2.1 %
  • NL 1.8 %
  • ES 1.2 %
  • SE 1.0 %
  • IT 1.0 %
  • HK 0.6 %
  • Other countries 3.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US56126.2M $71.96 %
2GB711.7M $4.72 %
3CA761.4M $3.93 %
4FR511.1M $3.11 %
5CH411.1M $2.90 %
6DE47997.3K $2.74 %
7AU46750.8K $2.06 %
8NL33664.7K $1.83 %
9ES19422.9K $1.16 %
10SE40364.1K $1.00 %
11IT24362.3K $1.00 %
12HK20209.4K $0.58 %

Positions

RankCompanySharesValueWeight
201Constellation Energy Corp. 13537.7K $0.05 %
202Bank of New York Mellon Corp/The 31737.6K $0.05 %
203Freeport-McMoRan Inc 63837.5K $0.05 %
204Johnson Controls International plc 28537.3K $0.05 %
205US Bancorp 71637.2K $0.05 %
206Marsh & McLennan Cos Inc 21437.1K $0.05 %
207TopBuild Corp 10536.9K $0.05 %
208Marvell Technology Inc 37236.8K $0.05 %
209Automatic Data Processing Inc 18036.6K $0.05 %
210Seagate Technology Holdings PLC 9336.4K $0.05 %
211Quanta Services Inc 6636.2K $0.05 %
212Canadian Pacific Kansas City Ltd 45836K $0.05 %
213Industria de Diseno Textil SA 61235.6K $0.05 %
214Barrick Mining Corp 86935.5K $0.05 %
215Regeneron Pharmaceuticals, Inc. 4534.8K $0.05 %
216MercadoLibre Inc 2034.6K $0.05 %
217FedEx Corp 9734.5K $0.05 %
218American Tower Corp 20034.5K $0.05 %
219Hong Kong Exchanges & Clearing Ltd 67734.2K $0.04 %
2203M Co 23534.1K $0.04 %
221Hermes International SCA 1834.1K $0.04 %
222General Dynamics Corp 9934K $0.04 %
223Prosus NV 73133.8K $0.04 %
224Marriott International Inc/MD 10333.7K $0.04 %
225EOG Resources Inc 23333.7K $0.04 %
226SLB Ltd 65433.6K $0.04 %
227Valero Energy Corp 13633.6K $0.04 %
228HCA Healthcare Inc 7133.6K $0.04 %
229O'Reilly Automotive Inc 36333.5K $0.04 %
230CSX Corp 81633.5K $0.04 %
231NatWest Group PLC 4,51933.5K $0.04 %
232RELX PLC 1,01733.3K $0.04 %
233Synopsys Inc 8433.3K $0.04 %
234Marathon Petroleum Corp 13633.2K $0.04 %
235Cadence Design Systems Inc 11933.1K $0.04 %
236Emerson Electric Co. 25233K $0.04 %
237Sherwin-Williams Co/The 10333K $0.04 %
238Infineon Technologies AG 72532.9K $0.04 %
239Cummins Inc 6132.8K $0.04 %
240Engie SA 1,01832.8K $0.04 %
241TC Energy Corp 52032.6K $0.04 %
242Phillips 66 17732.2K $0.04 %
243Eni SpA 1,13432.2K $0.04 %
244Hilton Worldwide Holdings Inc 10531.9K $0.04 %
245Wesfarmers Ltd 62331.8K $0.04 %
246Oversea-Chinese Banking Corp Ltd 1,85531.8K $0.04 %
247Mondelez International Inc 55031.7K $0.04 %
248United Parcel Service Inc 32231.7K $0.04 %
249General Motors Co 42531.7K $0.04 %
250Royal Caribbean Cruises Ltd 11531.6K $0.04 %
251Illinois Tool Works Inc 12131.5K $0.04 %
252CRH PLC 29931.4K $0.04 %
253Moody's Corp 7131K $0.04 %
254Motorola Solutions Inc 7130.8K $0.04 %
255Ross Stores Inc 14230.8K $0.04 %
256Deutsche Bank AG 1,03330.7K $0.04 %
257London Stock Exchange Group PLC 25930.6K $0.04 %
258BASF SE 49530.5K $0.04 %
259Deutsche Boerse AG 10430.5K $0.04 %
260Manulife Financial Corp 88030.3K $0.04 %
261Wheaton Precious Metals Corp 23030.2K $0.04 %
262American Electric Power Co Inc 23030.1K $0.04 %
263Ecolab Inc 11129.5K $0.04 %
264Cloudflare Inc 14229.3K $0.04 %
265Nordea Bank Abp 1,69529.2K $0.04 %
266Kinder Morgan, Inc. 86729.1K $0.04 %
267TransDigm Group Inc 2529K $0.04 %
268Societe Generale SA 39628.9K $0.04 %
269Volvo AB 87828.9K $0.04 %
270Danone SA 36128.8K $0.04 %
271Warner Bros Discovery Inc 1,04828.8K $0.04 %
272Aon PLC 8828.4K $0.04 %
273Travelers Cos Inc/The 9728.3K $0.04 %
274NIKE Inc 53528.3K $0.04 %
275Deutsche Post AG 53628.3K $0.04 %
276Colgate-Palmolive Co 33128.2K $0.04 %
277Air Products and Chemicals Inc 9728.2K $0.04 %
278Macquarie Group Ltd 19828.1K $0.04 %
279Norfolk Southern Corp 9828.1K $0.04 %
280DSV A/S 11527.8K $0.04 %
281L3Harris Technologies Inc 8027.6K $0.04 %
282TE Connectivity PLC 13227.6K $0.04 %
283Sempra 28227.4K $0.04 %
284Canadian National Railway Co 26627.4K $0.04 %
285E.ON SE 1,24327.2K $0.04 %
286Swiss Re AG 16227.2K $0.04 %
287KKR & Co Inc 29427.2K $0.04 %
288Truist Financial Corp 59027.1K $0.04 %
289Basic-Fit NV 78827.1K $0.04 %
290Cheniere Energy Inc 9527K $0.04 %
291Digital Realty Trust Inc 14826.7K $0.03 %
292CSL Ltd 27126.6K $0.03 %
293Compass Group PLC 95026.5K $0.03 %
294Anglo American PLC 61726.5K $0.03 %
295PACCAR Inc 22926.4K $0.03 %
296Cintas Corp 15626.4K $0.03 %
297CaixaBank SA 2,19626.3K $0.03 %
298Simon Property Group Inc 14126.3K $0.03 %
299National Bank of Canada 20226.1K $0.03 %
300Baker Hughes Co 42726.1K $0.03 %