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    Managed Account Stocks List

    Symbol Grade Name % Change
    AB D Allianceberstein Holding L.P. Units -1.30
    ARES A Ares Management -0.12
    BK A Bank of New York Mellon Corporation (The) 0.15
    SCHW A Charles Schwab Corporation (The) 0.89
    ENV B Envestnet, Inc 1.68
    FHI D Federated Hermes, Inc. -0.69
    GNW B Genworth Financial Inc 0.00
    IROQ D IF Bancorp, Inc. -0.06
    MS A Morgan Stanley 0.17
    MORN D Morningstar, Inc. -0.26
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    Related Industries: Asset Management Banks - Regional - US Business Services Capital Markets Insurance - Diversified Insurance - Life Savings & Cooperative Banks
    Related Stock Lists: Financial Products Investment Bank Insurance Insurance Products Investment Product Portfolio Management S&P 500 Separately Managed Account Asset Management Services Bank Banking Broker Dealer Brokerage Exchange Traded Fund Financial Advisory Services Hedge Funds Institutional Investment Management Investment Advisory Services Investment Banking Investment Management

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

    Symbol Grade Name Weight
    IAI A iShares U.S. Broker-Dealers ETF 20.52
    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
    KBWB A PowerShares KBW Bank Portfolio ETF 11.9
    KCE A SPDR S&P Capital Markets ETF 10.21
    View all Managed Account ETFs...
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    Compare BNKD to KBWB Compare IAI to BNKD Compare IAI to KCE

        Managed Account Stocks Recent News

        Date Stock Title
        May 11 SCHW Charles Schwab First Quarter 2024 Earnings: EPS Beats Expectations
        May 11 SCHW Is Schwab US Dividend Equity ETF the Best Dividend ETF for You?
        May 10 MS Morgan Stanley Direct Lending Fund (MSDL) Q1 2024 Earnings Overview
        May 10 BK BNY Mellon Collaborates with Ponce Bank through the U.S. Department of Treasury Financial Agent Mentor-Protégé Program
        May 10 MS Here's How Much You'd Have If You Invested $1000 in Morgan Stanley a Decade Ago
        May 10 SCHW Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?
        May 9 SCHW How Goldman Sachs Wants to Be More Like Charles Schwab
        May 9 MS Big banks complete climate analysis for Fed while Powell tries to avoid becoming climate policymaker
        May 9 MS Morgan Stanley Direct Lending Fund Announces March 31, 2024 Financial Results and Declares Second Quarter 2024 Dividend of $0.50 per Share
        May 9 BK 20 Largest Banks in the US by Customers
        May 9 SCHW 20 Largest Banks in the US by Customers
        May 9 MS 20 Largest Banks in the US by Customers
        May 9 SCHW Schwab, Goldman Sachs Are Tops in Online Banking Satisfaction, but Customers Want More
        May 9 SCHW Goodbye TD Ameritrade. Schwab to Flip ‘Off’ Switch After It Moves Last Customers to Its Own Platform.
        May 9 MS 20 Largest Banks in the US by Asset Size in 2024
        May 9 BK 20 Largest Banks in the US by Asset Size in 2024
        May 9 SCHW 20 Largest Banks in the US by Asset Size in 2024
        May 9 BK BNY Mellon (BK) Rides on High Rates Despite Expense Woes
        May 9 MS UPDATE 2-ISS recommends Morgan Stanley shareholders vote against former CEO Gorman's pay proposal
        May 9 ARES Ares acquires Landsec’s hotel portfolio in £400m deal
        Related Industries: Asset Management Banks - Regional - US Business Services Capital Markets Insurance - Diversified Insurance - Life Savings & Cooperative Banks
        Related Stock Lists: Investment Management Separately Managed Account Exchange Traded Fund Financial Products Insurance S&P 500 Bank Banking Broker Dealer Brokerage Disability Financial Advisors Financial Advisory Services Hedge Funds Individual Retirement Account Investment Bank Lending Products Portfolio Management Prime Brokerage Retirement Solutions
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