Institutional investor · Portfolio as of Q4 2023
Quarterly Portfolio Change
SEI INVESTMENTS CO manages $62.3B across 2603 positions as of Q4 2023. Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Held steady with 2603 unchanged positions. No standout high-conviction moves this quarter. Portfolio: $62.3B across 2603 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-Q4. This filer may not have filed for this period.
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