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    Separately Managed Account Stocks List

    Symbol Grade Name % Change
    FHI A Federated Hermes, Inc. 1.02
    MS B Morgan Stanley 0.52
    AB B Allianceberstein Holding L.P. Units 1.03
    NTRS B Northern Trust Corporation -0.59
    ARES B Ares Management -3.46
    PIPR B Piper Sandler Companies 0.01
    SCHW B Charles Schwab Corporation (The) 0.16
    SLF C Sun Life Financial Inc. 0.32
    SWKH D SWK Holdings Corporation 0.67
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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 B iShares U.S. Broker-Dealers ETF 17.84
    KBWB A PowerShares KBW Bank Portfolio ETF 12.06
    KCE B SPDR S&P Capital Markets ETF 10.61
    GABF B Gabelli Financial Services Opportunities ETF 6.86
    PFI B PowerShares Dynamic Financial 6.46
    View all Separately Managed Account ETFs...
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    Compare GABF to PFI Compare KBWB to KCE Compare KCE to GABF

        Separately Managed Account Stocks Recent News

        Date Stock Title
        Nov 1 MS Stocks that hedge funds moved from long to short in August - Jefferies
        Nov 1 NTRS Northern Trust Third Quarter 2024 Earnings: Beats Expectations
        Oct 31 FHI FHI vs. APO: Which Stock Is the Better Value Option?
        Oct 31 PIPR Piper Sandler and BC Partners Credit Announce Strategic Alliance
        Oct 31 MS Morgan Stanley Private Equity Secondaries Completes Equity Financing Alongside RunTide Capital in ATSG and Evolve IP
        Oct 31 FHI Should Value Investors Buy Federated Hermes (FHI) Stock?
        Oct 31 MS Morgan Stanley Option Trade Offers 25% Return On Risk, If You're Winning To Wait
        Oct 31 SLF Lincoln National (LNC) Q3 Earnings Top Estimates
        Oct 30 SCHW Robinhood Notches Earnings, Revenue Miss; Keeps Focus On Growth
        Oct 30 MS Florida inadvertently banned most banks from selling securities in the state for weeks - report
        Oct 30 FHI Federated Hermes: Valuations Are Still Attractive Following EPS Beat
        Oct 30 SLF A passion for purpose: Sun Life's Marie-Chantal Côté named among Canada's Top 100 Most Powerful Women
        Oct 30 NTRS Surging Earnings Estimates Signal Upside for Northern Trust (NTRS) Stock
        Oct 30 SCHW Schwab Expands 24 Hour Trading To Include All Stocks In S&P 500, Nasdaq 100, Hundreds Of ETFs (UPDATED)
        Oct 30 NTRS Northern Trust (NTRS) Upgraded to Strong Buy: What Does It Mean for the Stock?
        Oct 30 SCHW RJF vs. SCHW: Which Stock Is the Better Value Option?
        Oct 30 NTRS Northern Trust Asset Management Strengthens Wealth Client Group Team
        Oct 30 SCHW Charles Schwab To Expand 24-Hour Trading
        Oct 30 SLF Primerica (PRI) Reports Next Week: Wall Street Expects Earnings Growth
        Oct 30 NTRS This Top Finance Stock is a #1 (Strong Buy): Why It Should Be on Your Radar
        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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