Morgan Stanley Smith Barney LLC

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Morgan Stanley Smith Barney LLC
CRD #149777
SEC #801-70103
CIK #0001466170
AUM $904.3 BB (68% Disc, 97% US, 2020-09-14)
Employees 25,600 (59% Investors, 87% Brokers)
Phone914-225-5510
Address2000 Westchester Avenue
Purchase, NY 10577-2530
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
100080060040020002009201320172021
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 674.8 12.4
MSFT 747.7 8.0
AMZN 733.6 7.7
JPM 324.6 3.3
JNJ 346.1 3.1
V 299.7 3.1
GOOG 706.6 3.0
FB 378.6 2.8
HD 194.1 2.5
DIS 163.2 2.2
View All
Holdings by Sector ($BB)
3502802101407002012201520182021
EDGAR Form CIK 2011 - 2021
13F-NT [0001466170]
Related Firms State AUM ($BB)
Morgan Stanley Smith Barney LLC
NY 904.3
Morgan Stanley Investment Management Inc
NY 382.3
Morgan Stanley Investment Management Limited
154.7
Morgan Stanley AIP GP LP
PA 20.9
Morgan Stanley Investment Management Company
14.8
Morgan Stanley Infrastructure Inc
NY 12.9
MSREF Real Estate Advisor Inc
NY 9.9
MS Capital Partners Adviser Inc
NY 8.3
Morgan Stanley Private Equity Asia Inc
NY 5.3
MSRESS III Manager LLC
NY 0.3
MSREF V LLC
NY 0.2
Morgan Stanley Smith Barney Venture Services LLC
NY 0.0
Morgan Stanley Real Estate Advisor Inc
NY 0.0
Comparable Firms State AUM ($BB)
UBS Financial Services Inc
NJ 591.4
Fidelity Personal and Workplace Advisors LLC
MA 453.3
Mitsubishi UFJ Trust and Banking Corporation
378.9
Ameriprise Financial Services LLC
MN 313.3
Financial Engines Advisors LLC
CA 229.0
LPL Financial LLC
SC 207.8
Robert W Baird & Co Incorporated
WI 188.3
Envestnet Asset Management Inc
IL 175.3
First Trust Advisors LP
IL 145.5
RBC Capital Markets LLC
NY 141.7
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