Debora L. Burrowes
@Morgan Stanley
Latest period2024 - Q3ReportedManaged Assets$1.379TTotal holdings7927
Assets growth rate6.74%Assets growth rate (2-Q avg)5.22%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Morgan Stanley's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 7927 positions.
Assets under management
The assets under management (AUM) of Morgan Stanley over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.379T in assets, with a quarterly growth rate of 6.74% and a 2-quarter average growth rate of 5.22%. The portfolio is managed by Debora L. Burrowes, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
LLYEli Lilly & Co
| 0.94% | $12.896B 14.556M shares@ $885.95 avg price | Increased 6.08% |
GOOGAlphabet Inc
| 0.91% | $12.438B 74.396M shares@ $167.2 avg price | Increased 1.35% |
AVGOBroadcom Inc
| 0.9% | $12.281B 71.196M shares@ $172.51 avg price | Increased 891.55% |
BRK.BBerkshire Hathaway Inc Del
| 0.89% | $12.22B 26.551M shares@ $460.27 avg price | Increased 6.28% |
UNHUnitedhealth Group Inc
| 0.85% | $11.694B 20M shares@ $584.69 avg price | Decreased -0.26% |
VOOVanguard Index Fds
| 0.85% | $11.621B 22.023M shares@ $527.68 avg price | Increased 10.67% |
TSLATesla Inc
| 0.76% | $10.478B 40.049M shares@ $261.64 avg price | Decreased -0.56% |
IWFIshares Tr
| 0.71% | $9.761B 26.003M shares@ $375.39 avg price | Decreased -0.19% |
QQQInvesco Qqq Tr
| 0.64% | $8.75B 17.927M shares@ $488.08 avg price | Increased 2.19% |
HDHome Depot Inc
| 0.64% | $8.749B 21.591M shares@ $405.21 avg price | Increased 6.76% |