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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.28 | 0.28 | 0.00 |
Shares | 99.72 | 99.72 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.88 | 19.69 |
Price to Book | 3.36 | 3.70 |
Price to Sales | 1.63 | 2.36 |
Price to Cash Flow | 12.46 | 13.53 |
Dividend Yield | 1.76 | 1.61 |
5 Years Earnings Growth | 11.14 | 11.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.91 | 26.58 |
Financial Services | 16.42 | 14.24 |
Healthcare | 13.60 | 13.62 |
Consumer Cyclical | 10.71 | 10.16 |
Industrials | 10.40 | 10.15 |
Communication Services | 7.17 | 8.26 |
Consumer Defensive | 6.29 | 6.50 |
Basic Materials | 4.52 | 2.72 |
Energy | 4.04 | 4.48 |
Utilities | 1.74 | 2.52 |
Real Estate | 1.20 | 2.32 |
Number of long holdings: 264
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.88 | 459.28 | +0.56% | |
Apple | US0378331005 | 3.69 | 220.37 | +1.67% | |
Alphabet A | US02079K3059 | 2.18 | 185.24 | +1.23% | |
Alphabet C | US02079K1079 | 1.92 | 186.63 | +1.16% | |
JPMorgan | US46625H1005 | 1.86 | 208.83 | +1.65% | |
J&J | US4781601046 | 1.76 | 146.06 | -0.26% | |
Lowe’s | US5486611073 | 1.71 | 213.70 | +0.07% | |
Merck&Co | US58933Y1055 | 1.71 | 127.71 | -0.15% | |
Amazon.com | US0231351067 | 1.57 | 200.00 | +1.42% | |
Moody’s | US6153691059 | 1.50 | 426.01 | +1.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.64B | 6.14 | 0.36 | 4.73 | ||
SEI S&P 500 Index A (SIIT) | 4.4B | 11.25 | 9.50 | 12.63 | ||
SEI International Equity F (SIT) | 3.51B | 7.84 | 2.03 | 4.64 | ||
SEI Global Managed Volatility A (SI | 2.02B | 7.41 | 6.27 | - | ||
SEI Large Cap Index A (SIIT) | 1.86B | 10.56 | 8.43 | 12.36 |
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