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VizualStocks APIOperating KPI and segment definitions available for Morgan Stanley (MS) through the VizualStocks API.
Income attributable to intersegment transactions eliminated in consolidation before income taxes during the period.
eliminationsFromIncomeBeforeTaxesInterest income attributable to intersegment transactions eliminated in consolidation less the corresponding interest expense during the period.
eliminationsFromNetInterestIncomeNon-interest revenue removed when Morgan Stanley consolidates transactions among Institutional Securities, Wealth Management and Investment Management. It prevents internally generated fees and other revenue from being counted as external company revenue.
eliminationsFromNonInterestRevenueRevenue Morgan Stanley eliminates in consolidation for transactions between its reportable segments during the period, measured in U.S. dollars.
eliminationsFromRevenueTotal balance-sheet assets allocated to Morgan Stanley's Institutional Securities business, including trading assets, secured financing, cash, securities, receivables and loans. This is a period-end asset base, not the value of securities owned by institutions.
institutionalSecuritiesAssetsPretax profit from Morgan Stanley's investment banking, equity and fixed-income markets, prime brokerage and institutional lending business. It equals segment net revenue less credit-loss provisions and non-interest expenses allocated to the segment.
institutionalSecuritiesIncomeBeforeTaxesInterest income attributable to institutional securities less the corresponding interest expense during the period.
institutionalSecuritiesNetInterestIncomeInstitutional Securities revenue from investment banking, trading, investments, commissions, asset management and other activities, excluding net interest. It covers Morgan Stanley's advisory, underwriting, markets, prime-brokerage and institutional-lending franchise.
institutionalSecuritiesNonInterestRevenueNet revenue from Morgan Stanley's investment banking, equity and fixed-income markets, prime brokerage and institutional lending business. It combines non-interest revenue with interest income after funding costs.
institutionalSecuritiesRevenueTotal balance-sheet assets allocated to Morgan Stanley Investment Management, the business that manages public- and private-market strategies for institutional and intermediary clients. This is Morgan Stanley's own segment asset base, not client assets under management.
investmentManagementAssetsPretax profit from Morgan Stanley's investment-management business, which offers equity, fixed-income, alternative, liquidity and custom portfolio strategies. It equals segment net revenue less expenses allocated to the segment.
investmentManagementIncomeBeforeTaxesInterest income attributable to investment management less the corresponding interest expense during the period.
investmentManagementNetInterestIncomeInvestment Management revenue from asset-management fees, investments, trading and other activities, excluding net interest. It is generated by Morgan Stanley strategies spanning public and private markets, including equity, fixed income and alternatives.
investmentManagementNonInterestRevenueNet revenue from Morgan Stanley's investment-management business, which runs public- and private-market strategies for institutions and clients served through intermediaries. Revenue is primarily management fees and investment or performance-related income.
investmentManagementRevenueA configured slot for an Other business segment that Morgan Stanley does not report; the company has only Institutional Securities, Wealth Management and Investment Management segments. Stored values have been populated inconsistently and should not be interpreted as revenue.
otherRevenueTotal balance-sheet assets allocated to Morgan Stanley Wealth Management, including loans, investment securities, cash, receivables, goodwill and intangible assets. This is the firm's own segment asset base, not the value of client accounts it advises or administers.
wealthManagementAssetsPretax profit from Morgan Stanley's advisor-led, self-directed and workplace wealth platforms, including brokerage, advisory, banking and lending. It equals segment net revenue less credit-loss provisions and non-interest expenses allocated to the business.
wealthManagementIncomeBeforeTaxesInterest income attributable to wealth management less the corresponding interest expense during the period.
wealthManagementNetInterestIncomeWealth Management revenue from asset-management fees, commissions, investment banking, trading and other client services, excluding net interest. It is generated across Morgan Stanley's advisor-led, self-directed and workplace channels.
wealthManagementNonInterestRevenueNet revenue from Morgan Stanley's advisor-led, self-directed and workplace wealth platforms, including brokerage, advisory, custody, banking and lending services. It combines fee and transaction revenue with interest income after funding costs.
wealthManagementRevenue