Titelia

Holdings of Global Core Portfolio

MORGAN STANLEY INSTITUTIONAL FUND INC · 41 declared positions · as of Mar 31, 2026

Original filing · Net assets 52.8M $ · Ten largest lines: 55.6 % of the equity sleeve

Sector breakdown

  • Technology 24.0 %
  • Financials 13.5 %
  • Communication 13.1 %
  • Consumer discretionary 9.9 %
  • Industrials 7.7 %
  • Materials 5.5 %
  • Health care 2.3 %
  • Energy 0.8 %
  • Consumer staples 0.6 %
  • Unattributed 22.6 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 99.1 %
  • GBP 0.6 %
  • EUR 0.2 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 70.0 %
  • TW 6.9 %
  • JP 6.0 %
  • ES 5.3 %
  • GB 4.0 %
  • KY 3.4 %
  • IT 2.4 %
  • CA 1.6 %
  • FR 0.4 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US2836.8M $69.97 %
TW13.6M $6.92 %
JP23.1M $5.98 %
ES12.8M $5.33 %
GB22.1M $3.98 %
KY21.8M $3.39 %
IT11.3M $2.43 %
CA2839.7K $1.60 %
FR2203.7K $0.39 %

Positions

CompanySharesValueWeight
Alphabet Inc 15,1494.4M $8.25 %
NVIDIA Corp 22,0763.9M $7.29 %
Taiwan Semiconductor Manufacturing Co Ltd 10,7543.6M $6.88 %
Apple Inc 12,7403.2M $6.12 %
Banco Santander SA 248,3982.8M $5.31 %
JPMorgan Chase & Co 9,4342.8M $5.26 %
TJX Cos Inc/The 14,8262.4M $4.49 %
CRH PLC 21,0522.2M $4.19 %
Sumitomo Mitsui Financial Group Inc 105,2412.1M $3.94 %
Amazon.com Inc 9,1131.9M $3.60 %
Cboe Global Markets Inc 6,5281.8M $3.48 %
Rolls-Royce Holdings PLC 113,9901.8M $3.33 %
Tencent Holdings Ltd 26,5901.7M $3.18 %
Microsoft Corp 4,3091.6M $3.02 %
General Electric Co 5,2371.5M $2.82 %
CBRE Group Inc 10,5181.4M $2.70 %
Ameriprise Financial Inc 3,0061.3M $2.53 %
Ferrari NV 3,7741.3M $2.42 %
Eli Lilly & Co 1,3331.2M $2.32 %
Mizuho Financial Group Inc 134,0631.1M $2.02 %
Chevron Corp 4,781989.2K $1.87 %
Netflix Inc 8,669833.5K $1.58 %
United Rentals Inc 1,067777.4K $1.47 %
Mastercard Inc 1,502750.5K $1.42 %
Tesla Inc 1,895704.5K $1.33 %
LPL Financial Holdings Inc 2,109634.5K $1.20 %
Evercore Inc 1,815541.8K $1.03 %
Agnico Eagle Mines Ltd 2,593526.3K $1.00 %
Goldman Sachs Group Inc/The 497420.5K $0.80 %
Valero Energy Corp 1,625401.5K $0.76 %
Progressive Corp/The 1,818360.4K $0.68 %
Standard Chartered PLC 15,842330.1K $0.63 %
Shopify Inc 2,642313.4K $0.59 %
Costco Wholesale Corp 306304.9K $0.58 %
Linde PLC 324160.6K $0.30 %
Toll Brothers Inc 1,042142.2K $0.27 %
LVMH Moet Hennessy Louis Vuitton SE 215117.5K $0.22 %
MercadoLibre Inc 63108.9K $0.21 %
NetEase Inc 908101.6K $0.19 %
Hermes International SCA 45486.1K $0.16 %
Millrose Properties Inc 91225.5K $0.05 %