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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.65 | 0.65 | 0.00 |
Stocks | 99.35 | 99.35 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.50 | 20.05 |
Price to Book | 3.51 | 3.93 |
Price to Sales | 1.79 | 2.58 |
Price to Cash Flow | 13.07 | 14.23 |
Dividend Yield | 1.73 | 1.54 |
5 Years Earnings Growth | 9.78 | 12.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.84 | 28.34 |
Financial Services | 16.80 | 14.15 |
Healthcare | 12.63 | 12.91 |
Industrials | 11.27 | 9.77 |
Consumer Cyclical | 10.18 | 10.14 |
Communication Services | 7.70 | 8.25 |
Consumer Defensive | 6.61 | 6.19 |
Basic Materials | 3.90 | 2.54 |
Energy | 3.52 | 3.90 |
Utilities | 2.12 | 2.83 |
Real Estate | 1.44 | 2.37 |
Number of long holdings: 283
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.73 | 439.33 | +0.94% | |
Apple | US0378331005 | 3.66 | 258.20 | +1.15% | |
Oracle | US68389X1054 | 1.93 | 171.41 | +1.34% | |
JPMorgan | US46625H1005 | 1.85 | 242.31 | +1.64% | |
Alphabet A | US02079K3059 | 1.79 | 196.11 | +0.76% | |
J&J | US4781601046 | 1.77 | 145.85 | +0.40% | |
Moody’s | US6153691059 | 1.77 | 480.38 | +1.40% | |
Amazon.com | US0231351067 | 1.76 | 229.05 | +1.77% | |
Alphabet C | US02079K1079 | 1.73 | 197.57 | +0.81% | |
UnitedHealth | US91324P1021 | 1.65 | 506.10 | -0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 7.54B | 8.95 | 3.94 | 5.24 | ||
SEI S&P 500 Index A (SIIT) | 4.23B | 27.97 | 11.36 | 13.29 | ||
SEI International Equity F (SIT) | 2.94B | 9.05 | 4.70 | 5.29 | ||
SEI Global Managed Volatility A (SI | 1.82B | 19.72 | 10.33 | - | ||
SEI Large Cap Index A (SIIT) | 1.82B | 28.02 | 10.86 | 13.12 |
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