MIGIX
Morgan Stanley Institutional Fund, Inc. Global Insight Portfolio Class I
1W: -2.1%
1M: +1.2%
3M: -1.9%
YTD: -0.2%
1Y: -11.0%
3Y: +115.2%
5Y: -7.3%
$19.91
+0.11 (+0.56%)
Weekly Expected Move ±3.1%
$19
$19
$20
$20
$21
Key Statistics
AUM$60M
Holdings34
Top 10 Wt67.2%
Volume0
Avg Volume0
Beta1.65
Portfolio Fundamentals
P/E114.0
P/B9.8
Div Yield0.48%
ROE0.8%
% Profitable29%
Inception2010-12-29
Sector Allocation
Technology
33.3%
Healthcare
18.5%
Financial Services
16.2%
Consumer Cyclical
13.9%
Communication Services
5.7%
Industrials
5.5%
+3 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Cloudflare Inc | NET | 14.10% | $7.3M | 35,249 |
| 2 | Royalty Pharma PLC | RPRX | 8.49% | $4.4M | 91,309 |
| 3 | Tesla Inc | TL0.DE | 8.08% | $4.2M | 11,207 |
| 4 | Roivant Sciences Ltd | ROIVW | 7.16% | $3.7M | 133,331 |
| 5 | Spotify Technology SA | SPF.SW | 5.67% | $2.9M | 6,029 |
| 6 | QXO Inc | QXO | 5.53% | $2.8M | 146,729 |
| 7 | MercadoLibre Inc | MLB1.DE | 4.78% | $2.5M | 1,425 |
| 8 | Shopify Inc | 0DK7.L | 4.66% | $2.4M | 20,275 |
| 9 | Affirm Holdings Inc | AFRM | 4.59% | $2.4M | 51,663 |
| 10 | AppLovin Corp | APP | 4.14% | $2.1M | 5,365 |