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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.15 | 1.15 | 0.00 |
Shares | 98.85 | 98.85 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.60 | 15.53 |
Price to Book | 3.41 | 2.42 |
Price to Sales | 1.48 | 1.64 |
Price to Cash Flow | 12.38 | 10.24 |
Dividend Yield | 1.97 | 2.60 |
5 Years Earnings Growth | 9.16 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.86 | 12.73 |
Healthcare | 17.30 | 15.36 |
Consumer Defensive | 16.45 | 8.58 |
Financial Services | 14.60 | 20.41 |
Industrials | 13.45 | 11.74 |
Consumer Cyclical | 6.86 | 6.43 |
Communication Services | 6.52 | 5.43 |
Energy | 3.03 | 8.36 |
Utilities | 2.94 | 5.19 |
Basic Materials | 0.73 | 3.78 |
Real Estate | 0.26 | 3.72 |
Number of long holdings: 132
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Progressive | US7433151039 | 3.70 | 251.10 | -0.51% | |
Apple | US0378331005 | 3.07 | 227.79 | +0.12% | |
Microsoft | US5949181045 | 2.97 | 428.02 | -0.76% | |
Motorola | US6200763075 | 2.89 | 446.36 | -0.39% | |
Elevance Health | US0367521038 | 2.69 | 523.95 | +0.71% | |
Republic Services | US7607591002 | 2.60 | 199.38 | -0.69% | |
Eli Lilly | US5324571083 | 2.32 | 877.79 | -3.47% | |
UnitedHealth | US91324P1021 | 2.30 | 581.85 | +1.22% | |
Synopsys | US8716071076 | 2.10 | 513.31 | -0.41% | |
Northrop Grumman | US6668071029 | 2.01 | 526.79 | +0.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.19B | 11.00 | 2.09 | 4.97 | ||
SEI S&P 500 Index A (SIIT) | 4.34B | 19.49 | 9.31 | 12.92 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.74B | 14.37 | 6.89 | 10.31 | ||
SEI International Equity F (SIT) | 3.7B | 12.93 | 3.61 | 5.28 | ||
SEI Global Managed Volatility A (SI | 2.05B | 15.74 | 7.87 | - |
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