Stocklore

Morgan Stanley (MS)

Financials · US stock

Company overview

A global financial institution providing investment banking, wealth management, and institutional securities services. It also expanded its retail-investor base via the E*TRADE acquisition.

What is the Financials sector?

Banks, investment, cards, and fintech. Moves with the rate cycle.

Morgan Stanley is classified under the Financials sector. See peers below.

ETFs holding Morgan Stanley

Per SEC N-PORT · 2026-03-31 · by weight · factual

XLFState Street(R) Financial Select Sector SPDR(R) ETF
2.81%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.90%
VOOVANGUARD 500 INDEX FUND
0.35%
SPY
0.35%
IVViShares Core S&P 500 ETF
0.35%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.31%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.31%
RSPInvesco S&P 500 Equal Weight ETF
0.20%

MS on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — valuation and growth vs the Financials average
See full MS analysis →

Peers · Financials

MS FAQ

What is Morgan Stanley (MS)?

A global financial institution providing investment banking, wealth management, and institutional securities services. It also expanded its retail-investor base via the E*TRADE acquisition.

What sector is Morgan Stanley in?

Morgan Stanley is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.

Where can I analyze Morgan Stanley (MS) stock?

On Stocklore you can see MS's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, 45-day delay), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

스톡로어 · CEO 이승재 · Business reg. no. 764-36-01607 · E-commerce permit 제2026-전주완산-0476호 · Tel 070-7954-4939 · 전북특별자치도 전주시 완산구 중산중앙로 21, 3층 302호 S120호