test

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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 6.28%
0.89%
$12.22B
26.551M shares@ $460.27 avg price
VOOVanguard Index Fds
Recent Activity
Increased 10.67%
0.85%
$11.621B
22.023M shares@ $527.68 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.19%
0.64%
$8.75B
17.927M shares@ $488.08 avg price
HDHome Depot Inc
Recent Activity
Increased 6.76%
0.64%
$8.749B
21.591M shares@ $405.21 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.66%
0.62%
$8.493B
49.037M shares@ $173.21 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.09%
0.61%
$8.376B
9.448M shares@ $886.53 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 4.92%
0.59%
$8.13B
69.361M shares@ $117.23 avg price
MAMastercard Incorporated
Recent Activity
Increased 1.8%
0.59%
$8.075B
16.354M shares@ $493.81 avg price
IEFAIshares Tr
Recent Activity
Increased 1.63%
0.57%
$7.831B
100.33M shares@ $78.06 avg price
ABBVAbbvie Inc
Recent Activity
Increased 3.96%
0.56%
$7.646B
38.717M shares@ $197.49 avg price