Morgan Stanley Institutional Investment Advisors LLC

CIK 0002026079 · Q2 2026

13F Equity AUM

$1.1B

+3.2% QoQ

Positions

0 QoQ

AUM Rank

#3,262

Top 26%

Skill Alpha (FF)

—

Building track record (8q)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 100.0%Top 10: 100.0%Top 20: 100.0%

ENB37.4%

WM30.1%

NHC20.3%

OII11.6%

NHI0.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Energy49.0%

Industrials30.1%

Healthcare20.3%

Other0.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 5Median: 20.31%Avg: 20.00%

0–0.5%

0(0.0%)

0.5–1%

1(0.6%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

4(99.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 5vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased1Decreased4Exited0

Increased

NHI0.6%

+1K(+1%)

Decreased

OII11.6%

-386,990(-11%)

ENB37.4%

-48,148(-1%)

WM30.1%

-32,399(-2%)

NHC20.3%

-10,270(-1%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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