Asset Manager
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Morgan Stanley Institutional Investment Advisors LLC
Market Value
$808M
+89.7%
Holdings
4
New Purchases
1
Added To
0
Closed
1
Reduced
2
Top 10 Concentration
100.0%
Turnover
50.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| WM | 45.53% | 0.00% | +45.53% | $368M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 3 | $728M | 90.0% |
| Mid Cap | 1 | $80M | 10.0% |
Portfolio Analytics
Avg Market Cap
$60.2B
Median Market Cap
$55.5B
Avg P/E
21.6
Median P/E
23.9
Avg Dividend Yield
0.03%
Avg Beta
0.57
# Stocks
4
# ETFs / Funds
0