Institutional investor · Portfolio as of Q3 2022
Quarterly Portfolio Change
SEI INVESTMENTS CO manages $44.8B across 2643 positions as of Q3 2022. Top holdings: BND (3.2%), SCHX (2.9%), VEA (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 163 new positions, 155 exits, 1243 increased. Top move: GOOGL (INCREASED, conviction 80). Portfolio: $44.8B across 2643 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector