CPOAX
Morgan Stanley Insight Fund Class A
1W: -2.1%
1M: +2.1%
3M: -2.9%
YTD: +0.0%
1Y: -10.4%
3Y: +117.2%
5Y: -13.6%
$45.89
+0.26 (+0.57%)
Weekly Expected Move ±3.1%
$43
$44
$46
$47
$48
Key Statistics
AUM$1.3B
Holdings28
Top 10 Wt63.0%
Volume0
Avg Volume0
Beta1.67
Portfolio Fundamentals
P/E104.1
P/B9.2
Div Yield0.46%
ROE0.9%
% Profitable23%
Inception1997-07-28
Sector Allocation
Technology
34.1%
Financial Services
16.6%
Healthcare
15.3%
Other
13.0%
Consumer Cyclical
10.1%
Industrials
6.5%
+2 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Cloudflare Inc | NET | 13.93% | $156.0M | 756,018 |
| 2 | DATABRICKS, INC. SERIES H PREFERRED SHARES | — | 7.60% | $85.1M | 523,556 |
| 3 | Tesla Inc | TL0.DE | 7.42% | $83.0M | 223,374 |
| 4 | Royalty Pharma PLC | RPRX | 7.35% | $82.3M | 1,714,764 |
| 5 | QXO Inc | QXO | 6.49% | $72.6M | 3,739,997 |
| 6 | Opendoor Technologies Inc | OPEN | 5.25% | $58.8M | 12,569,205 |
| 7 | Roivant Sciences Ltd | ROIVW | 4.77% | $53.4M | 1,926,750 |
| 8 | ROBLOX Corp | RBLX | 4.62% | $51.7M | 913,686 |
| 9 | Morgan Stanley & Co. LLC | — | 4.60% | $51.5M | 51,541,769 |
| 10 | AppLovin Corp | APP | 4.55% | $51.0M | 128,092 |