Morgan Stanley
Annual return '25
+20.2%
SPY '25
+17.7%
Alpha
+2.5ptsvs SPY
Invested
$1661.1B
Holdings
8,189
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 8 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ENB
Enbridge Inc
Held since at least Q1 2024
38.9%
02
$WM
WASTE MGMT INC DEL
Q1 2026: New position (1.4k shares)
32.9%
03
$NHC
NATIONAL HEALTHCARE CORP
Held since at least Q1 2024
16.0%
04
$OII
OCEANEERING INTL INC
Held since at least Q1 2024
11.8%
05
$AAPL
APPLE INC
Q1 2026: New position (600 shares)
3.7%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (124 shares)
3.6%
07
$MSFT
MICROSOFT CORP
Q1 2026: New position (6.9k shares)
2.8%
08
$AMZN
AMAZON COM INC
Q1 2026: New position (8.2k shares)
2.2%
09
$GOOGL
ALPHABET INC
Q1 2026: New position (3.7k shares)
2.1%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (10.0k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:54 UTC.