— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Morgan Stanley Institutional Investment Advisors LLC

Q3 2025 · Filed 2025-11-13
Market Value
$832M
+2.9%
Holdings
3
-1
New Purchases
0
Added To
0
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ENB 46.99% 44.52% +2.48% $391M
NHC 10.94% 9.96% +0.99% $91M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WM 42.06% 45.53% -3.46% $350M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $741M 89.1%
Mid Cap 1 $91M 10.9%

Portfolio Analytics

Avg Market Cap
$72.4B
Median Market Cap
$87.5B
Avg P/E
26.4
Median P/E
24.6
Avg Dividend Yield
0.03%
Avg Beta
0.65
# Stocks
3
# ETFs / Funds
0

Top Holdings (3 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ENB 46.99% 7,748,227 $391M $50.46 $31M -193,088 -2.4%
2 WM 42.06% 1,584,799 $350M $220.83 -$18M -23,661 -1.5%
3 NHC 10.94% 749,221 $91M $121.51 $11M -2,944 -0.4%
View SEC EDGAR Filings for Morgan Stanley Institutional Investment Advisors LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms