or Try an Advanced Search...

    Separately Managed Account Stocks List

    Symbol Grade Name % Change
    SWKH F SWK Holdings Corporation -0.23
    SCHW D Charles Schwab Corporation (The) -0.88
    NTRS C Northern Trust Corporation -0.36
    FHI C Federated Hermes, Inc. 0.61
    AB C Allianceberstein Holding L.P. Units 0.49
    MS B Morgan Stanley 0.10
    PIPR B Piper Sandler Companies 0.32
    ARES A Ares Management 1.11
    SLF A Sun Life Financial Inc. -0.21
    View As Page of Charts
    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 A 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 16.64
    KBWB C PowerShares KBW Bank Portfolio ETF 11.15
    KCE B SPDR S&P Capital Markets ETF 10.43
    View all Separately Managed Account ETFs...
    Compare ETFs
    Compare BNKU to IAI Compare IAI to KBWB Compare KBWB to KCE

        Separately Managed Account Stocks Recent News

        Date Stock Title
        Oct 2 MS Analyst Expectations For Morgan Stanley's Future
        Oct 2 MS Morgan Stanley to Boost Compensation for Advisors Making Referrals
        Oct 2 SCHW Interactive Brokers Reports Y/Y Increase in September Client DARTs
        Oct 2 SCHW Schwab's CEO to Retire After Contributing to Firm's Rapid Growth
        Oct 2 SCHW Company News for Oct 2, 2024
        Oct 2 SCHW Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?
        Oct 1 MS Morgan Stanley Seeks Dismissal of $750 Million Suit by Private Equity Firms
        Oct 1 NTRS Northern Trust Announces Wealth Management Leadership Changes
        Oct 1 SLF Sun Life U.S. appoints Maya Beri as CIO
        Oct 1 SCHW Charles Schwab's longtime CEO to retire
        Oct 1 MS Private Credit Lenders In Talks for Brinks Home Refinancing
        Oct 1 SCHW Stocks to Watch Tuesday: Boeing, Apple, Schwab, CVS
        Oct 1 SCHW Charles Schwab Chief Executive to Retire After 16 Years in Top Role; Successor Named
        Oct 1 SCHW Walt Bettinger helped Schwab survive a crisis. Now he is stepping down.
        Oct 1 SCHW Stellantis, Nio, Charles Schwab: 3 stocks in focus
        Oct 1 SCHW Charles Schwab CEO to Retire After Overseeing Massive Growth. Here’s Who Will Replace Him.
        Oct 1 SCHW Charles Schwab names Rick Wurster to succeed Walt Bettinger as CEO on Jan.1
        Oct 1 SCHW Charles Schwab CEO Walt Bettinger to retire
        Oct 1 SCHW Brokerage Charles Schwab's long-time CEO Bettinger to retire
        Oct 1 SCHW Charles Schwab Names President Rick Wurster as Next CEO
        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.

        Browse All Tags