Institutional investor · Portfolio as of Q2 2021
Quarterly Portfolio Change
SEI INVESTMENTS CO manages $45.1B across 2530 positions as of Q2 2021. Top holdings: SCHX (3.4%), BND (3.0%), VEA (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Held steady with 2530 unchanged positions. Top move: BND (INCREASED, conviction 63). Portfolio: $45.1B across 2530 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector