SEI Investments

SEI Investments Portfolio holdings

AUM $93B
1-Year Est. Return 22.91%
This Quarter Est. Return
1 Year Est. Return
+22.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.4B
AUM Growth
+$3.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,020
New
Increased
Reduced
Closed

Top Buys

1 +$427M
2 +$202M
3 +$158M
4
ELV icon
Elevance Health
ELV
+$93.5M
5
BA icon
Boeing
BA
+$77.9M

Top Sells

1 +$96M
2 +$56.2M
3 +$34M
4
EQNR icon
Equinor
EQNR
+$28.5M
5
SPGI icon
S&P Global
SPGI
+$26M

Sector Composition

1 Financials 13.04%
2 Technology 12.25%
3 Consumer Discretionary 9.55%
4 Healthcare 9.4%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$6K ﹤0.01%
400
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567
-9,600
3064
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82
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3074
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500