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    Separately Managed Account Stocks List

    Symbol Grade Name % Change
    PIPR A Piper Sandler Companies 0.18
    AB B Allianceberstein Holding L.P. Units 1.07
    MS B Morgan Stanley 0.55
    NTRS B Northern Trust Corporation 0.20
    FHI B Federated Hermes, Inc. -0.30
    ARES C Ares Management 2.14
    SCHW C Charles Schwab Corporation (The) -0.03
    SLF D Sun Life Financial Inc. 1.02
    SWKH D SWK Holdings Corporation -1.27
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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
    BNKU C 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
    IAI A iShares U.S. Broker-Dealers ETF 17.65
    KBWB A PowerShares KBW Bank Portfolio ETF 11.34
    KCE A SPDR S&P Capital Markets ETF 10.27
    View all Separately Managed Account ETFs...
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        Separately Managed Account Stocks Recent News

        Date Stock Title
        Jul 3 MS Financial Leaders With Strong Dividend Growth History: Cullen/Frost Bankers, Morgan Stanley, And Federal Agricultural Mortgage
        Jul 3 MS Peeling Back The Layers: Exploring Morgan Stanley Through Analyst Insights
        Jul 3 SLF Canadians struggle to plan for retirement as cost of living continues to climb
        Jul 3 SLF Sun Life, Hang Seng expand services for rich clients, tout Hong Kong's family office push
        Jul 2 SCHW Smart Money Is Betting Big In SCHW Options
        Jul 2 FHI Federated Hermes, Inc. announces second quarter 2024 earnings and conference call dates
        Jul 2 MS Morgan Stanley on Bank of Canada's Policy Guidance, QT Program
        Jul 2 NTRS Valverde Investment Partners Appoints Northern Trust to Provide Asset Servicing Solutions for its VCC Fund
        Jul 1 MS Morgan Stanley Stock Earns IBD Rating Upgrade
        Jul 1 NTRS Northern Trust Releases Sustainability Report
        Jul 1 MS Biggest US banks boost dividends, launch stock buybacks
        Jul 1 MS Morgan Stanley ditches EU banker bonus cap in boost for London
        Jun 30 NTRS Northern Trust Insiders Added US$1.74m Of Stock To Their Holdings
        Jun 30 NTRS Northern Trust: Battling Away Against Secular Trends
        Jun 29 MS US Banks Bump Up Dividends Following Fed's Successful Stress Test
        Jun 29 PIPR Japanese banks top week's financial gainers, while bitcoin miners retreat
        Jun 29 SCHW The Best Dividend ETF to Invest $1,000 in Right Now
        Jun 28 NTRS Northern Trust Corporation announces 2024 Stress Capital Buffer
        Jun 28 MS Big Banks Boost Dividends After Passing Stress Tests
        Jun 28 MS Morgan Stanley to implement 8.8% dividend hike; renews $20B share buyback
        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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