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
CIK Period
0001466170
/
Sector Form 13F Holdings Cap ($BB) Value ($BB)
Apple 674.8 12.4
Microsoft 747.7 8.0
Amazon 733.6 7.7
JPMorgan Chase 324.6 3.3
Johnson & Johnson 346.1 3.1
Visa 299.7 3.1
Alphabet Google 706.6 3.0
Facebook 378.6 2.8
Home Depot 194.1 2.5
Walt Disney 163.2 2.2
Amgen 120.4 2.0
UnitedHealth Group 239.7 2.0
Procter & Gamble 229.0 2.0
Berkshire Hathaway 2.0
Verizon Communications 232.3 2.0
AT&T 207.7 1.8
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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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