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    Separately Managed Account Stocks List

    Symbol Grade Name % Change
    SCHW A Charles Schwab Corporation (The) 0.76
    MS A Morgan Stanley 1.23
    PIPR A Piper Sandler Companies 2.94
    SWKH A SWK Holdings Corporation 0.46
    ARES B Ares Management 2.35
    SLF C Sun Life Financial Inc. 1.30
    AB C Allianceberstein Holding L.P. Units 0.45
    NTRS C Northern Trust Corporation 0.13
    FHI D Federated Hermes, Inc. 0.70
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    Related Industries: Asset Management Capital Markets Insurance - Diversified
    Related Stock Lists: Hedge Funds Investment Bank Investment Management S&P 500 Asset Management Services Bank Banking Brokerage Exchange Traded Fund Financial Advisory Services Insurance Insurance Products Investment Advisory Services Lending Products Merchant Banking Portfolio Management Private Equity Structured Product Actuarial Science Advisory Services

    Related ETFs - A few ETFs which own one or more of the above listed Separately Managed Account stocks.

    Symbol Grade Name Weight
    BNKU B MicroSectors U.S. Big Banks Index 3X Leveraged ETNs 20.0
    BNKD F MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs 20.0
    IAI C iShares U.S. Broker-Dealers ETF 19.69
    KBWB A PowerShares KBW Bank Portfolio ETF 11.43
    KCE C SPDR S&P Capital Markets ETF 10.31
    View all Separately Managed Account ETFs...
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    Compare BNKD to IAI Compare BNKU to KCE Compare KBWB to KCE

        Separately Managed Account Stocks Recent News

        Date Stock Title
        May 2 NTRS Here is What to Know Beyond Why Northern Trust Corporation (NTRS) is a Trending Stock
        May 2 SLF Zacks Industry Outlook Highlights Manulife Financial, Sun Life Financial, Reinsurance Group, Primerica and Lincoln National
        May 2 MS Whether Wall Street garden leaves survive noncompete ban is an 'open question'
        May 1 NTRS 15 Best Places to Retire in Florida That You’ve Never Heard Of
        May 1 SLF 5 Life Insurance Stocks to Watch Amid Industry Challenges
        May 1 MS U.S. banking regulators push to rework Basel III endgame rule - report
        May 1 NTRS Northern Trust Pension Universe Data: Canadian Pension Plan Returns Concluded the First Quarter With an Upbeat Tone Buoyed by Rising Stock Markets
        May 1 ARES Ares Management Corporation Q1 2024 Earnings Preview
        May 1 SCHW 2024 Charles Schwab Challenge Champion’s Prize Revealed as a 1975 Schwab Stingray
        May 1 AB AllianceBernstein Wins Award for Most Innovative ESG Initiative: Climate and Most Innovative ESG Initiative: Natural Capital
        May 1 SCHW Exxon Mobil, Kimberly-Clark And 2 Other Stocks Insiders Are Selling
        May 1 MS Whether Wall Street garden leaves survive non-compete ban is an 'open question'
        May 1 NTRS Northern Trust Survey: Asset Managers Pursue ‘Right Product, Right Fit’ Strategy to Drive Distribution
        Apr 30 MS Here's How Much You Would Have Made Owning Morgan Stanley Stock In The Last 10 Years
        Apr 30 AB AllianceBernstein Holding L.P. (NYSE:AB) Q1 2024 Earnings Call Transcript
        Apr 30 SCHW The deadline to consolidate some student loans to receive forgiveness is here. Here's what to know
        Apr 30 FHI Federated Hermes, Inc. (NYSE:FHI) Q1 2024 Earnings Call Transcript
        Apr 30 ARES GCM Grosvenor Inc. (GCMG) Reports Next Week: Wall Street Expects Earnings Growth
        Apr 30 FHI Is Affiliated Managers Group (AMG) a Great Value Stock Right Now?
        Apr 30 FHI Federated Hermes (FHI) Loses -9.48% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
        Related Industries: Asset Management Capital Markets Insurance - Diversified
        Related Stock Lists: Hedge Funds Investment Bank Investment Management S&P 500 Asset Management Services Bank Banking Brokerage Exchange Traded Fund Financial Advisory Services Insurance Insurance Products Investment Advisory Services Lending Products Merchant Banking Portfolio Management Private Equity Structured Product Actuarial Science Advisory Services
        Separately Managed Account

        A separately managed account (SMA) is an investment account that is managed by a professional money manager on behalf of an individual investor. The money manager makes all the investment decisions for the account, and the investor has no direct control over the investments. The investor can, however, provide input on the types of investments they would like to see in the account. SMAs are typically used by high net worth individuals who have the resources to pay for the services of a professional money manager.

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