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    Separately Managed Account Stocks List

    Symbol Grade Name % Change
    FHI A Federated Hermes, Inc. 1.51
    NTRS A Northern Trust Corporation 0.48
    ARES A Ares Management 0.29
    MS A Morgan Stanley -0.22
    SLF A Sun Life Financial Inc. -0.31
    PIPR B Piper Sandler Companies 0.30
    SCHW B Charles Schwab Corporation (The) 0.57
    AB C Allianceberstein Holding L.P. Units -3.10
    SWKH F SWK Holdings Corporation 4.20
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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 A 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 6.24
    View all Separately Managed Account ETFs...
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    Compare KBWB to GABF Compare KBWB to KCE Compare KCE to PFI

        Separately Managed Account Stocks Recent News

        Date Stock Title
        Nov 22 SCHW Schwab ‘Evaluating’ Fee Hike on Referral Program for Advisors
        Nov 22 NTRS Northern Trust, CloudMargin Partner to Launch Collateral Solution
        Nov 22 SLF Sun Life Hits 52-Week High But Lags Industry: How to Play the Stock?
        Nov 22 NTRS Northern Trust (NTRS) Up 6% Since Last Earnings Report: Can It Continue?
        Nov 22 SCHW Schwab Plans to Launch Spot Crypto Trading Post Regulation Ease
        Nov 22 SLF Sun Life and Tribal Wi-Chi-Way-Win Capital Corporation partner to serve Canadians and create local jobs in Winnipeg
        Nov 22 SCHW The Charles Schwab Corporation (SCHW) Just Flashed Golden Cross Signal: Do You Buy?
        Nov 22 MS Morgan Stanley unveils office in Singapore for Southeast Asia
        Nov 22 SCHW Charles Schwab Plans Direct Crypto Investment Offerings Amid Regulatory Changes
        Nov 22 MS Week’s Best: Former SEC Chief Jay Clayton’s Return to Government
        Nov 22 SLF /R E P E A T -- MEDIA ADVISORY - Sun Life and Tribal Wi-Chi-Way-Win Capital Corporation announce partnership to serve Canadians and create local jobs in Winnipeg/
        Nov 22 MS Trump Considers Warsh Serving as Treasury Secretary—and Then Fed Chair
        Nov 21 SCHW Charles Schwab said to signal interest in spot crypto trading pending regulatory clarity
        Nov 21 SCHW Vanguard Launches 2 Active Muni ETFs. More Bond ETFs Could Be on the Way.
        Nov 21 SCHW Charles Schwab Wants to Directly Offer Crypto to Clients, Incoming CEO Says
        Nov 21 SCHW Charles Schwab Eyes Spot Crypto Trading Once Regulations Change
        Nov 21 SCHW Stick to financial plans amid election noise: Strategist
        Nov 21 SCHW Charles Schwab incoming CEO talks bank's growth, crypto plans
        Nov 21 MS Morgan Stanley Identifies 6 Key Focus Areas for the Future-Ready Family Office
        Nov 21 AB LendingTree Partners With Coverdash to Launch Insurance Offering
        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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