Titelia

Holdings of US Core Portfolio

MORGAN STANLEY INSTITUTIONAL FUND INC · Original filing · Compare with another fund · Report an error

Net assets
381.5M $ including 380.2M $ in equities, 99.7 %
Positions
31 in 2 countries
Top ten
66.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 256,12644.7M $11.71 %
2Alphabet Inc 145,46541.8M $10.97 %
3Apple Inc 143,98336.5M $9.58 %
4JPMorgan Chase & Co 80,18323.6M $6.18 %
5Microsoft Corp 55,72220.6M $5.41 %
6Amazon.com Inc 97,83020.4M $5.34 %
7General Electric Co 65,48118.6M $4.87 %
8Cboe Global Markets Inc 63,86418M $4.71 %
9Eli Lilly & Co 17,47716.1M $4.21 %
10TJX Cos Inc/The 88,51114.1M $3.71 %
11CBRE Group Inc 81,36411M $2.89 %
12Ameriprise Financial Inc 20,8619.3M $2.43 %
13Mastercard Inc 18,2299.1M $2.39 %
14Costco Wholesale Corp 8,6698.6M $2.26 %
15Valero Energy Corp 32,4278M $2.10 %
16Shopify Inc 67,4978M $2.10 %
17Goldman Sachs Group Inc/The 8,9847.6M $1.99 %
18Evercore Inc 22,5316.7M $1.76 %
19Chevron Corp 32,4166.7M $1.76 %
20Amphenol Corp 49,7426.3M $1.65 %
21Netflix Inc 63,8336.1M $1.61 %
22Tesla Inc 16,3966.1M $1.60 %
23CRH PLC 56,0795.9M $1.55 %
24Ulta Beauty Inc 10,3115.4M $1.41 %
25LPL Financial Holdings Inc 17,5845.3M $1.39 %
26United Rentals Inc 6,6584.9M $1.27 %
27Waste Management Inc 13,0553M $0.79 %
28Popular Inc 20,1092.7M $0.71 %
29Toll Brothers Inc 19,2202.6M $0.69 %
30Progressive Corp/The 10,8102.1M $0.56 %
31Millrose Properties Inc 10,164284.6K $0.07 %

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Sector breakdown

  • Technology 30.5 %
  • Financials 19.7 %
  • Communication 12.6 %
  • Consumer discretionary 12.1 %
  • Industrials 7.0 %
  • Health care 4.2 %
  • Real estate 2.9 %
  • Consumer staples 2.3 %
  • Energy 2.1 %
  • Materials 1.6 %
  • Unattributed 5.0 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.9 %
  • Canada 2.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States30372.1M $97.89 %
2Canada18M $2.11 %
Cite this page

Titelia. "Holdings of US Core Portfolio". https://titelia.com/en/funds/S000053789