Titelia

Holdings of Global Strategist Portfolio

MORGAN STANLEY INSTITUTIONAL FUND TRUST ·1146 declared positions · as of Mar 31, 2026

Original filing · Net assets 558M $ · Ten largest lines: 25.2 % of the equity sleeve

Sector breakdown

  • Technology 24.5 %
  • Financials 13.3 %
  • Health care 10.0 %
  • Industrials 8.5 %
  • Consumer discretionary 8.1 %
  • Communication 7.6 %
  • Consumer staples 4.9 %
  • Energy 3.7 %
  • Materials 2.9 %
  • Utilities 2.4 %
  • Real estate 1.0 %
  • Unattributed 13.0 %

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

Currency breakdown

  • USD 73.6 %
  • EUR 10.2 %
  • GBP 4.5 %
  • CAD 4.1 %
  • CHF 2.7 %
  • AUD 2.0 %
  • SEK 0.9 %
  • HKD 0.6 %
  • DKK 0.5 %
  • SGD 0.4 %
  • NOK 0.2 %
  • ILS 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • US 73.2 %
  • GB 4.5 %
  • CA 4.0 %
  • FR 2.9 %
  • CH 2.8 %
  • DE 2.6 %
  • AU 2.0 %
  • NL 1.7 %
  • ES 1.1 %
  • SE 0.9 %
  • IT 0.9 %
  • HK 0.5 %
  • Other countries 2.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US562193.4M $73.21 %
2GB7111.8M $4.48 %
3CA7610.5M $3.96 %
4FR517.8M $2.95 %
5CH417.3M $2.76 %
6DE476.9M $2.60 %
7AU465.2M $1.96 %
8NL324.4M $1.67 %
9ES192.9M $1.10 %
10SE402.5M $0.95 %
11IT242.5M $0.94 %
12HK201.4M $0.55 %

Positions

RankCompanySharesValueWeight
201Johnson Controls International plc 2,106275.8K $0.05 %
202US Bancorp 5,266273.9K $0.05 %
203Marsh & McLennan Cos Inc 1,578273.7K $0.05 %
204Marvell Technology Inc 2,753272.7K $0.05 %
205Seagate Technology Holdings PLC 693271.5K $0.05 %
206EssilorLuxottica SA 1,165271.5K $0.05 %
207Automatic Data Processing Inc 1,326269.4K $0.05 %
208Quanta Services Inc 489268.5K $0.05 %
209Anheuser-Busch InBev SA/NV 3,855266.7K $0.05 %
210Canadian Pacific Kansas City Ltd 3,352263.8K $0.05 %
211TopBuild Corp 750263.5K $0.05 %
212Investor AB 6,895261.1K $0.05 %
213Barrick Mining Corp 6,372260.4K $0.05 %
214FedEx Corp 718255.7K $0.05 %
215Regeneron Pharmaceuticals, Inc. 330255K $0.05 %
216American Tower Corp 1,475254.6K $0.05 %
217MercadoLibre Inc 146252.4K $0.05 %
2183M Co 1,734251.8K $0.05 %
219General Dynamics Corp 731250.9K $0.05 %
220Marriott International Inc/MD 764249.9K $0.04 %
221EOG Resources Inc 1,722248.9K $0.04 %
222SLB Ltd 4,836248.5K $0.04 %
223Valero Energy Corp 1,005248.3K $0.04 %
224HCA Healthcare Inc 524248K $0.04 %
225CSX Corp 6,022247.2K $0.04 %
226O'Reilly Automotive Inc 2,669246.4K $0.04 %
227Synopsys Inc 620245.8K $0.04 %
228Industria de Diseno Textil SA 4,214245.3K $0.04 %
229Sherwin-Williams Co/The 765245.2K $0.04 %
230Cadence Design Systems Inc 882245.1K $0.04 %
231Marathon Petroleum Corp 1,003244.9K $0.04 %
232Emerson Electric Co. 1,855243K $0.04 %
233Cummins Inc 450242.1K $0.04 %
234TC Energy Corp 3,807238.4K $0.04 %
235Hilton Worldwide Holdings Inc 780237.2K $0.04 %
236Phillips 66 1,301237K $0.04 %
237Hong Kong Exchanges & Clearing Ltd 4,662235.2K $0.04 %
238Royal Caribbean Cruises Ltd 854235K $0.04 %
239Mondelez International Inc 4,077235K $0.04 %
240General Motors Co 3,150234.7K $0.04 %
241United Parcel Service Inc 2,379234K $0.04 %
242Prosus NV 5,032233K $0.04 %
243Illinois Tool Works Inc 891231.9K $0.04 %
244Hermes International SCA 122231.1K $0.04 %
245CRH PLC 2,195230.7K $0.04 %
246NatWest Group PLC 31,132230.6K $0.04 %
247Motorola Solutions Inc 530230K $0.04 %
248RELX PLC 7,015229.8K $0.04 %
249Moody's Corp 525229K $0.04 %
250Infineon Technologies AG 4,996226.6K $0.04 %
251Ross Stores Inc 1,044226.2K $0.04 %
252Engie SA 7,010225.9K $0.04 %
253American Electric Power Co Inc 1,703223.2K $0.04 %
254Manulife Financial Corp 6,450222.2K $0.04 %
255Eni SpA 7,789221.5K $0.04 %
256Wheaton Precious Metals Corp 1,686221.3K $0.04 %
257Wesfarmers Ltd 4,289219K $0.04 %
258Ecolab Inc 823218.9K $0.04 %
259Oversea-Chinese Banking Corp Ltd 12,771218.7K $0.04 %
260Cloudflare Inc 1,044215.4K $0.04 %
261Kinder Morgan, Inc. 6,415215.1K $0.04 %
262Warner Bros Discovery Inc 7,737212.5K $0.04 %
263TransDigm Group Inc 183212.1K $0.04 %
264Deutsche Bank AG 7,112211.7K $0.04 %
265London Stock Exchange Group PLC 1,790211.4K $0.04 %
266BASF SE 3,413210.2K $0.04 %
267Deutsche Boerse AG 717210K $0.04 %
268Travelers Cos Inc/The 720210K $0.04 %
269NIKE Inc 3,968209.6K $0.04 %
270Aon PLC 649209.5K $0.04 %
271Air Products and Chemicals Inc 720209.2K $0.04 %
272Colgate-Palmolive Co 2,442208.1K $0.04 %
273Norfolk Southern Corp 721206.9K $0.04 %
274L3Harris Technologies Inc 592204.3K $0.04 %
275TE Connectivity PLC 975203.8K $0.04 %
276Sempra 2,089203K $0.04 %
277KKR & Co Inc 2,172200.9K $0.04 %
278Nordea Bank Abp 11,665200.9K $0.04 %
279Truist Financial Corp 4,356200.2K $0.04 %
280Canadian National Railway Co 1,942199.9K $0.04 %
281Societe Generale SA 2,725199K $0.04 %
282Cheniere Energy Inc 701198.9K $0.04 %
283Volvo AB 6,041198.6K $0.04 %
284Danone SA 2,483198.4K $0.04 %
285Digital Realty Trust Inc 1,095197.3K $0.04 %
286Deutsche Post AG 3,690194.5K $0.03 %
287Simon Property Group Inc 1,042194.4K $0.03 %
288Cintas Corp 1,149194.3K $0.03 %
289Macquarie Group Ltd 1,366194K $0.03 %
290PACCAR Inc 1,678193.8K $0.03 %
291DSV A/S 801193.4K $0.03 %
292Baker Hughes Co 3,160192.9K $0.03 %
293National Bank of Canada 1,480191.5K $0.03 %
294DoorDash Inc 1,264189.8K $0.03 %
295Swiss Re AG 1,127189.3K $0.03 %
296E.ON SE 8,566187.6K $0.03 %
297ONEOK Inc 2,047185K $0.03 %
298Cencora Inc 588184.7K $0.03 %
299CSL Ltd 1,868183.5K $0.03 %
300Anglo American PLC 4,257182.8K $0.03 %