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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
CLMTCalumet Specialty Prods Part
Recent Activity
Exited
0%
$7.161M
446,146 shares@ $16.06 avg price
SPWRQSunpower Corp
Recent Activity
Exited
0%
$6.933M
2.342M shares@ $2.97 avg price
AMWLAmerican Well Corp
Recent Activity
Exited
0%
$6.892M
21.219M shares@ $0.33 avg price
0674⤦Barclays Bank Plc
Recent Activity
Exited
0%
$5.648M
517,255 shares@ $10.93 avg price
FAXAbrdn Asia Pacific Income Fu
Recent Activity
Exited
0%
$5.24M
1.955M shares@ $2.69 avg price
SMLPSummit Midstream Partners Lp
Recent Activity
Exited
0%
$5.198M
146,174 shares@ $35.57 avg price
MORFMorphic Hldg Inc
Recent Activity
Exited
0%
$5.191M
152,366 shares@ $34.08 avg price
EVBGEverbridge Inc
Recent Activity
Exited
0%
$5.125M
146,472 shares@ $34.99 avg price
XAIFXApollo Tactical Income Fd In
Recent Activity
Exited
0%
$4.688M
320,189 shares@ $14.65 avg price
SBOWSilverbow Res Inc
Recent Activity
Exited
0%
$4.088M
108,075 shares@ $37.84 avg price