Morgan Stanley Inst Permanence Portfolio I (MSHMX)
15.21
0.00 (0.00%)
USD |
Dec 04 2025
MSHMX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.15% |
| Stock | 92.38% |
| Bond | 3.20% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 4.26% |
Market Capitalization
As of September 30, 2025
| Large | 35.58% |
| Mid | 24.54% |
| Small | 39.88% |
Region Exposure
| Americas | 82.49% |
|---|---|
|
North America
|
82.49% |
| Canada | 1.38% |
| United States | 81.11% |
|
Latin America
|
0.00% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 13.17% |
|---|---|
| United Kingdom | 0.60% |
|
Europe Developed
|
11.00% |
| France | 5.00% |
| Ireland | 0.97% |
| Netherlands | 5.03% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.58% |
| Israel | 1.58% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 4.34% |
|---|
Stock Sector Exposure
| Cyclical |
|
35.66% |
| Materials |
|
9.76% |
| Consumer Discretionary |
|
15.93% |
| Financials |
|
6.42% |
| Real Estate |
|
3.55% |
| Sensitive |
|
38.99% |
| Communication Services |
|
1.17% |
| Energy |
|
2.03% |
| Industrials |
|
16.12% |
| Information Technology |
|
19.66% |
| Defensive |
|
13.98% |
| Consumer Staples |
|
3.72% |
| Health Care |
|
10.26% |
| Utilities |
|
0.00% |
| Not Classified |
|
11.37% |
| Non Classified Equity |
|
4.73% |
| Not Classified - Non Equity |
|
6.64% |
As of September 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |