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    Separately Managed Account Stocks List

    Symbol Grade Name % Change
    SLF A Sun Life Financial Inc. 0.80
    NTRS A Northern Trust Corporation 0.04
    ARES A Ares Management 0.90
    SCHW A Charles Schwab Corporation (The) 0.34
    AB A Allianceberstein Holding L.P. Units 1.84
    FHI B Federated Hermes, Inc. 0.36
    MS B Morgan Stanley -0.42
    PIPR B Piper Sandler Companies -0.38
    SWKH F SWK Holdings Corporation -1.30
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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 18.25
    KBWB B PowerShares KBW Bank Portfolio ETF 12.11
    KCE A SPDR S&P Capital Markets ETF 10.76
    GABF A Gabelli Financial Services Opportunities ETF 6.86
    PFI A PowerShares Dynamic Financial 6.22
    View all Separately Managed Account ETFs...
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    Compare GABF to PFI Compare IAI to GABF Compare KBWB to GABF

        Separately Managed Account Stocks Recent News

        Date Stock Title
        Nov 20 MS Hedge Funder Linked To Credit Suisse Collapse Gets 18 Year Prison Sentence For Fraud, Market Manipulation
        Nov 20 SCHW Robinhood Takes Aim At One Of Charles Schwab's Remaining Bastions
        Nov 20 NTRS Northern Trust Corporation (NTRS) Is Up 2.30% in One Week: What You Should Know
        Nov 20 MS Vista Equity Sells LogicMonitor Stake in $2.4 Billion Deal
        Nov 20 SCHW Schwab Expands Support of RIATA Student Scholarship as It Celebrates Five Years; University Grant Program Set to Reach $25M Milestone in 2025
        Nov 20 MS Morgan Stanley Capital Partners snaps up FoodScience
        Nov 20 MS If You Invested $1000 in Morgan Stanley a Decade Ago, This is How Much It'd Be Worth Now
        Nov 20 SLF Top TSX Dividend Stocks To Consider In November 2024
        Nov 20 NTRS Northern Trust Launches Enhanced Collateral Management Solution Delivered in Collaboration with CloudMargin
        Nov 19 SCHW Buy Signal Rarely Lets Charles Schwab Stock Down
        Nov 19 FHI Federated Hermes (FHI) Is Up 2.63% in One Week: What You Should Know
        Nov 19 FHI 5 Reasons Why You Should Invest in Federated Stock Right Now
        Nov 19 SLF MEDIA ADVISORY - Sun Life and Tribal Wi-Chi-Way-Win Capital Corporation announce partnership to serve Canadians and create local jobs in Winnipeg
        Nov 19 MS Thoma Bravo’s SailPoint Picks Morgan Stanley, Goldman for IPO
        Nov 19 MS Morgan Stanley Capital Partners acquires FoodScience
        Nov 19 MS Morgan Stanley Capital Partners Acquires FoodScience
        Nov 19 SCHW The Schwab Mortgage-Backed Securities ETF (SMBS) Starts Trading
        Nov 19 AB AllianceBernstein Launches Next Generation Balanced Direct Index Platform
        Nov 19 MS Investing in Morgan Stanley (NYSE:MS) five years ago would have delivered you a 215% gain
        Nov 19 MS Morgan Stanley courts employees of near-IPO companies for wealth management
        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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