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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.65 | 1.98 | 0.33 |
Stocks | 98.36 | 98.36 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.52 | 15.28 |
Price to Book | 3.56 | 2.41 |
Price to Sales | 1.50 | 1.62 |
Price to Cash Flow | 13.64 | 10.12 |
Dividend Yield | 1.78 | 2.62 |
5 Years Earnings Growth | 10.09 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 21.47 | 15.25 |
Technology | 19.27 | 12.44 |
Financial Services | 14.75 | 20.54 |
Consumer Defensive | 14.28 | 8.47 |
Industrials | 13.90 | 11.92 |
Consumer Cyclical | 6.95 | 6.46 |
Communication Services | 2.87 | 5.46 |
Utilities | 2.76 | 5.05 |
Energy | 2.27 | 8.52 |
Basic Materials | 1.23 | 3.94 |
Real Estate | 0.24 | 3.57 |
Number of long holdings: 145
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.38 | 415.13 | +0.23% | |
Motorola | US6200763075 | 3.35 | 364.91 | +1.45% | |
Progressive | US7433151039 | 3.32 | 211.18 | +2.05% | |
Republic Services | US7607591002 | 3.16 | 185.19 | +1.71% | |
Eli Lilly | US5324571083 | 3.15 | 820.34 | +0.65% | |
Apple | US0378331005 | 2.82 | 192.25 | +0.54% | |
Elevance Health | US0367521038 | 2.73 | 538.48 | +6.14% | |
Synopsys | US8716071076 | 2.62 | 560.80 | -0.70% | |
Oracle | US68389X1054 | 2.41 | 117.19 | +0.09% | |
Merck&Co | US58933Y1055 | 2.40 | 125.54 | +0.81% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.7B | 1.71 | -0.11 | 4.52 | ||
SEI S&P 500 Index A (SIIT) | 4.33B | 6.00 | 7.99 | 12.35 | ||
SEI International Equity F (SIT) | 3.61B | 2.50 | 1.42 | 4.26 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.57B | 3.82 | 6.08 | 9.98 | ||
SEI Global Managed Volatility A (SI | 2.03B | 4.35 | 6.42 | - |
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