Institutional investor · Portfolio as of Q2 2024
Quarterly Portfolio Change
SEI INVESTMENTS CO manages $70.6B across 2651 positions as of Q2 2024. Top holdings: MSFT (3.6%), NVDA (2.6%), AMZN (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 158 new positions, 120 exits, 1414 increased. Top move: NVDA (INCREASED, conviction 88). Portfolio: $70.6B across 2651 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
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