Institutional investor · Portfolio as of Q2 2023
Quarterly Portfolio Change
SEI INVESTMENTS CO manages $57.3B across 2660 positions as of Q2 2023. Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 141 new positions, 150 exits, 1269 increased. No standout high-conviction moves this quarter. Portfolio: $57.3B across 2660 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Funds with similar investing DNA
No holdings data available for 2023-Q2. This filer may not have filed for this period.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer