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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.33 | 4.38 | 0.05 |
Stocks | 95.59 | 95.59 | 0.00 |
Other | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.17 | 19.65 |
Price to Book | 2.94 | 3.70 |
Price to Sales | 1.61 | 2.36 |
Price to Cash Flow | 10.92 | 13.57 |
Dividend Yield | 1.74 | 1.61 |
5 Years Earnings Growth | 10.96 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.03 | 26.48 |
Financial Services | 15.40 | 14.24 |
Healthcare | 12.88 | 13.69 |
Industrials | 10.84 | 10.19 |
Consumer Cyclical | 9.20 | 10.25 |
Communication Services | 7.04 | 8.20 |
Consumer Defensive | 6.70 | 6.53 |
Energy | 5.42 | 4.46 |
Utilities | 3.23 | 2.44 |
Basic Materials | 2.67 | 2.75 |
Real Estate | 1.58 | 2.35 |
Number of long holdings: 317
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.77 | 415.13 | +0.23% | |
Apple | US0378331005 | 4.50 | 192.25 | +0.54% | |
United States Treasury Bills 0% | - | 1.96 | - | - | |
NVIDIA | US67066G1040 | 1.95 | 1,096.33 | -0.82% | |
JPMorgan | US46625H1005 | 1.90 | 202.63 | +1.66% | |
Meta Platforms | US30303M1027 | 1.88 | 466.83 | +0.05% | |
Amazon.com | US0231351067 | 1.81 | 176.44 | -1.60% | |
Eli Lilly | US5324571083 | 1.81 | 820.34 | +0.65% | |
UnitedHealth | US91324P1021 | 1.46 | 495.37 | +2.85% | |
Citigroup | US1729674242 | 1.32 | 62.31 | +0.61% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.67B | 1.71 | -0.11 | 4.52 | ||
SEI S&P 500 Index A (SIIT) | 4.3B | 6.00 | 7.99 | 12.35 | ||
SEI International Equity F (SIT) | 3.6B | 2.50 | 1.42 | 4.26 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.53B | 3.82 | 6.08 | 9.98 | ||
SEI Global Managed Volatility A (SI | 2.01B | 4.35 | 6.42 | - |
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