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
301Atlas Copco AB 1,47626K $0.03 %
302Argenx SE 3525.4K $0.03 %
303DoorDash Inc 16925.4K $0.03 %
304Bayer AG 54225.1K $0.03 %
305ONEOK Inc 27725K $0.03 %
306Woodside Energy Group Ltd 1,04624.8K $0.03 %
307Cencora Inc 7924.8K $0.03 %
308Mercedes-Benz Group AG 40324.8K $0.03 %
309Corteva Inc 29524.7K $0.03 %
310Franco-Nevada Corp 9924.5K $0.03 %
311Haleon PLC 4,94624.5K $0.03 %
312Cameco Corp 22524.5K $0.03 %
313Lonza Group AG 3824.4K $0.03 %
314Target Corp 20124.4K $0.03 %
315Aflac Inc 22224.4K $0.03 %
316Reckitt Benckiser Group PLC 36124.3K $0.03 %
317Arthur J Gallagher & Co 11224.3K $0.03 %
318Monolithic Power Systems Inc 2224.1K $0.03 %
319Airbnb Inc 19024K $0.03 %
320Realty Income Corp 39224K $0.03 %
321Ferrari NV 7023.8K $0.03 %
322Ciena Corp 6123.7K $0.03 %
323AutoZone Inc 723.6K $0.03 %
324Allstate Corp/The 11423.6K $0.03 %
325RWE AG 35023.5K $0.03 %
326Fortinet Inc 28823.5K $0.03 %
327Robinhood Markets Inc 33823.4K $0.03 %
328Koninklijke Ahold Delhaize NV 50123.4K $0.03 %
329Targa Resources Corp 9323.3K $0.03 %
330Diageo PLC 1,24923.2K $0.03 %
331Monster Beverage Corp 32023.2K $0.03 %
332Rio Tinto Ltd 20423.2K $0.03 %
333Apollo Global Management Inc 20823.2K $0.03 %
334SSE PLC 67023.2K $0.03 %
335Nokia Oyj 2,88623.2K $0.03 %
336Dominion Energy Inc 37423.1K $0.03 %
337Holcim AG 27923.1K $0.03 %
338Fastenal Co 49523K $0.03 %
339Legrand SA 14722.8K $0.03 %
340Installed Building Products Inc 8622.8K $0.03 %
341Tesco PLC 3,61322.7K $0.03 %
342Vistra Corp 15122.7K $0.03 %
343Sandvik AB 58922.6K $0.03 %
344Standard Chartered PLC 1,08622.6K $0.03 %
345Zoetis Inc 19022.5K $0.03 %
346Snowflake Inc 14822.3K $0.03 %
347NXP Semiconductors NV 11322.2K $0.03 %
348Comfort Systems USA Inc 1622.1K $0.03 %
349Teradyne Inc 7421.9K $0.03 %
350Cardinal Health, Inc. 10321.8K $0.03 %
351Entergy Corp 19321.7K $0.03 %
352AMETEK Inc 10121.7K $0.03 %
353Keysight Technologies Inc 7621.5K $0.03 %
354UCB SA 7121.4K $0.03 %
355Taylor Morrison Home Corp 36721.4K $0.03 %
356Alimentation Couche-Tard Inc 37521.3K $0.03 %
357Electronic Arts Inc 10421.2K $0.03 %
358United Rentals Inc 2921.1K $0.03 %
359Exelon Corp 43121.1K $0.03 %
360Orange SA 1,03021.1K $0.03 %
361Erste Group Bank AG 19320.8K $0.03 %
362Autodesk Inc 8720.8K $0.03 %
363Alcon AG 27520.8K $0.03 %
364WW Grainger Inc 1920.7K $0.03 %
365Cie de Saint-Gobain SA 25020.7K $0.03 %
366Republic Services Inc 9420.6K $0.03 %
367Xcel Energy Inc 25720.4K $0.03 %
368Occidental Petroleum Corp 31420.4K $0.03 %
369Edwards Lifesciences Corp 25420.3K $0.03 %
370Ferguson Enterprises Inc 8720.3K $0.03 %
371Ford Motor Co 1,73720K $0.03 %
372Assa Abloy AB 55220K $0.03 %
373Prudential PLC 1,42619.8K $0.03 %
374Carvana Co 6319.8K $0.03 %
375ASM International NV 2619.7K $0.03 %
376IDEXX Laboratories Inc 3519.7K $0.03 %
377Becton Dickinson & Co 12519.7K $0.03 %
378United Overseas Bank Ltd 68519.6K $0.03 %
379Teva Pharmaceutical Industries Ltd 65019.6K $0.03 %
380Kroger Co/The 26919.5K $0.03 %
381Fifth Third Bancorp 41619.3K $0.03 %
382Constellation Software Inc/Canada 1119.3K $0.03 %
383Chipotle Mexican Grill Inc 60119.2K $0.03 %
384Dell Technologies Inc 11719.2K $0.03 %
385Equinor ASA 45019.2K $0.03 %
386Ameriprise Financial Inc 4319.1K $0.02 %
387Cenovus Energy Inc 71619K $0.02 %
388Generali 47219K $0.02 %
389Ferrovial SE 29118.9K $0.02 %
390Kinross Gold Corp 61918.9K $0.02 %
391Goodman Group 1,05218.9K $0.02 %
392Alnylam Pharmaceuticals Inc 5718.9K $0.02 %
393Bank Leumi Le-Israel BM 84318.9K $0.02 %
394Westinghouse Air Brake Technologies Corp 7518.7K $0.02 %
395Fairfax Financial Holdings Ltd 1118.7K $0.02 %
396Danske Bank A/S 37818.6K $0.02 %
397Carrier Global Corp 32918.5K $0.02 %
398Yum! Brands Inc 11918.5K $0.02 %
399Prysmian SpA 15618.4K $0.02 %
400Public Storage 6818.4K $0.02 %