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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
WMTWalmart Inc
Recent Activity
Decreased -4.23%
0.46%
$6.321B
78.281M shares@ $80.76 avg price
IWDIshares Tr
Recent Activity
Decreased -2.16%
0.44%
$6.051B
31.88M shares@ $189.81 avg price
NFLXNetflix Inc
Recent Activity
Increased 1.1%
0.44%
$5.956B
8.397M shares@ $709.28 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.01%
0.42%
$5.698B
79.292M shares@ $71.87 avg price
VUGVanguard Index Fds
Recent Activity
Increased 1.49%
0.39%
$5.302B
13.809M shares@ $383.94 avg price
CRMSalesforce Inc
Recent Activity
Decreased -1.14%
0.39%
$5.263B
19.229M shares@ $273.72 avg price
CVXChevron Corp New
Recent Activity
Decreased -1.62%
0.38%
$5.24B
35.58M shares@ $147.28 avg price
NEENextera Energy Inc
Recent Activity
Increased 2.31%
0.38%
$5.182B
61.299M shares@ $84.54 avg price
NOWServicenow Inc
Recent Activity
Decreased -16.38%
0.38%
$5.164B
5.774M shares@ $894.4 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 6.96%
0.38%
$5.125B
14.995M shares@ $341.81 avg price