Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
SEI INVESTMENTS CO manages $101.3B across 3113 positions as of Q4 2025. Top holdings: NVDA (3.5%), MSFT (3.4%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 406 new positions, 100 exits, 1601 increased. Top move: AMZN (INCREASED, conviction 63). Portfolio: $101.3B across 3113 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