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    Separately Managed Account Stocks List

    Symbol Grade Name % Change
    MS A Morgan Stanley 0.63
    PIPR A Piper Sandler Companies 0.76
    SCHW A Charles Schwab Corporation (The) 1.95
    ARES A Ares Management -1.97
    NTRS B Northern Trust Corporation 1.62
    SWKH B SWK Holdings Corporation 0.94
    FHI D Federated Hermes, Inc. 1.56
    AB D Allianceberstein Holding L.P. Units 0.69
    SLF F Sun Life Financial Inc. 1.97
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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
    BNKD F MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs 20.0
    BNKU A MicroSectors U.S. Big Banks Index 3X Leveraged ETNs 20.0
    IAI A iShares U.S. Broker-Dealers ETF 19.55
    KBWB A PowerShares KBW Bank Portfolio ETF 11.79
    KCE A SPDR S&P Capital Markets ETF 10.25
    View all Separately Managed Account ETFs...
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        Separately Managed Account Stocks Recent News

        Date Stock Title
        May 31 NTRS The Best Place to Live in Chicago
        May 31 SLF SLGI Asset Management Inc. announces unitholder approval of changes to certain mutual funds
        May 31 SCHW Should Schwab U.S. Dividend Equity ETF (SCHD) Be on Your Investing Radar?
        May 31 SCHW Charles Schwab Increases Its Stake in Chewy Stock. Should You Do the Same?
        May 30 NTRS Northern Trust (NASDAQ:NTRS) Has Affirmed Its Dividend Of $0.75
        May 30 SCHW Treasuries Steady After Selloff Ahead of GDP and Inflation Data
        May 30 MS Elon Musk Agrees to Testify in SEC’s Twitter-Buyout Probe
        May 30 MS Musk, Morgan Stanley ‘Hid’ Twitter Stock Buying, Suit Says
        May 30 SLF Sun Life releases annual report on highest-cost medical claims; cardiovascular disease rises to second place
        May 30 MS Equity Compensation Key Driver of Employee Retention and Engagement, Study Finds
        May 30 MS Morgan Stanley Is A Cautious Buy For The Long Term
        May 30 SCHW 1 No-Brainer Dividend ETF to Buy Right Now for Less Than $200
        May 30 SCHW Charles Schwab Named One of the 50 Most Community-Minded Companies in the U.S. for Eighth Consecutive Year
        May 30 ARES Everyone on Wall Street is talking about the boom in private credit
        May 30 SCHW Marjorie Taylor Greene Just Loaded Up on Stocks: Here Are the 6 She Bought
        May 30 MS Musk, Morgan Stanley ‘hid’ Twitter stock purchases, lawsuit says
        May 30 ARES Logan’s $8 Billion Restructuring Hinges on Luxury Tower Loan
        May 29 NTRS Northern Trust Names Chandra Dhandapani to Board of Directors
        May 29 SLF Forbes names Sun Life U.S. a Best Employer for Diversity for second consecutive year
        May 29 SCHW The Zacks Analyst Blog Highlights Walt Disney, Charles Schwab, Synopsys and HF Foods
        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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