Institutional investor · Portfolio as of Q3 2023
Quarterly Portfolio Change
SEI INVESTMENTS CO manages $55.7B across 2613 positions as of Q3 2023. Top holdings: MSFT (2.8%), VEA (2.4%), SCHX (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 124 new positions, 171 exits, 1240 increased. Top move: MSFT (INCREASED, conviction 57). Portfolio: $55.7B across 2613 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
Behavioral investing profile