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    Separately Managed Account Stocks List

    Symbol Grade Name % Change
    AB D Allianceberstein Holding L.P. Units -0.32
    FHI D Federated Hermes, Inc. -0.79
    SLF C Sun Life Financial Inc. 0.39
    NTRS C Northern Trust Corporation -0.14
    SWKH B SWK Holdings Corporation 1.38
    PIPR A Piper Sandler Companies 1.19
    ARES A Ares Management -0.72
    SCHW A Charles Schwab Corporation (The) 0.95
    MS A Morgan Stanley 0.64
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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
    IAI A iShares U.S. Broker-Dealers ETF 20.03
    BNKU A 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
    KBWB A PowerShares KBW Bank Portfolio ETF 11.53
    KCE A SPDR S&P Capital Markets ETF 10.43
    View all Separately Managed Account ETFs...
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    Compare BNKU to BNKD Compare BNKU to KCE Compare IAI to BNKD

        Separately Managed Account Stocks Recent News

        Date Stock Title
        May 17 SCHW Week’s Best: JPMorgan Hires $28 Billion Merrill Lynch Team
        May 17 MS Morgan Stanley Latest Bank to Disclose Spot Bitcoin ETF Holdings for Clients
        May 17 SCHW Citi ex-treasurer Verdeschi in line for Schwab’s CFO role
        May 17 SCHW Vanguard Is Paying 4.7% Risk-Free — But Only If You Do This
        May 17 MS Qualcomm, Morgan Stanley And 2 Other Stocks Insiders Are Selling
        May 17 MS China’s Bet on Manufacturing Ups Risks From Trade Battle With US
        May 17 MS Insider Sale: Mandell Crawley Sells 6,954 Shares of Morgan Stanley (MS)
        May 16 SCHW Top Midday Stories: DJIA Hits Historic 40,000 Mark; Walmart Tops Earnings Expectations; Crescent to Acquire SilverBow for $2.1 Billion; US Supreme Court Upholds CFPB's Funding System
        May 16 ARES Private Credit Titans Pack Middle East Flights to Chase Billions
        May 16 MS Morgan Stanley (MS) Up 11.6% Since Last Earnings Report: Can It Continue?
        May 16 MS Morgan Stanley Declares $270M Investment Into Bitcoin ETFs In Q1, Leads Institutional Inflow Of 'Historical Scale'
        May 16 SCHW Growth ETFs to Buy as Easing Inflation Fuels Rate Cut Bets
        May 16 SCHW Charles Schwab CFO to Retire in Executive Shakeup
        May 16 SCHW Charles Schwab CFO Peter Crawford to retire
        May 16 SCHW Charles Schwab CFO to Retire Amid Executive Reshuffle
        May 16 SCHW Schwab Announces Executive Transitions
        May 16 SCHW Is Schwab Fundamental International Small Company Index ETF (FNDC) a Strong ETF Right Now?
        May 15 AB AllianceBernstein Announces Appointment of Bruce Holley to its Board of Directors
        May 15 MS Morgan Stanley Obtains $700M Property Loan From Blackstone Venture
        May 15 SLF Sun Life Financial: Not A Great Quarter
        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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