Debora L. Burrowes

@Morgan Stanley

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$1.379T

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
8937⤦Transmedics Group Inc Recent Activity New Position	0.01%	$3.3M 1.79M shares@ $1.85 avg price	New Position
9282⤦Vishay Intertechnology Inc Recent Activity New Position	0.01%	$3.014M 3.292M shares@ $0.92 avg price	New Position
1031⤦Box Inc Recent Activity New Position	0.01%	$2.983M 2.282M shares@ $1.31 avg price	New Position
6291⤦Nio Inc Recent Activity New Position	0.01%	$2.903M 3.344M shares@ $0.87 avg price	New Position
2241⤦Cracker Barrel Old Ctry Stor Recent Activity New Position	0.01%	$2.837M 3.097M shares@ $0.92 avg price	New Position
8942⤦Travere Therapeutics Inc Recent Activity New Position	0.01%	$2.577M 3M shares@ $0.86 avg price	New Position
OSOnestream Inc Recent Activity New Position	0.01%	$2.55M 75,224 shares@ $33.91 avg price	New Position
6291⤦Nio Inc Recent Activity New Position	0.01%	$2.38M 2.58M shares@ $0.93 avg price	New Position
DNAGinkgo Bioworks Holdings Inc Recent Activity New Position	0.01%	$2.215M 271,798 shares@ $8.15 avg price	New Position
SMCSummit Midstream Corporation Recent Activity New Position	0.01%	$2.188M 62,460 shares@ $35.04 avg price	New Position