Sei Investments Co.
SEI Investments Company is a publicly owned asset management holding company headquartered in Oaks, Pennsylvania, United States. Founded in 1968, SEI provides asset management, investment technology, and outsourced processing solutions to clients including private banks, independent financial advisers, institutional investors, investment managers, corporations, retirement sponsors, endowments, foundations, and more. The firm operates globally with approximately 5,098 employees and offers wealth management, retirement solutions, and a range of financial services and products through its subsidiaries.
Investment Strategy
SEI utilizes a diverse range of investment strategies across public equity and fixed income markets, employing both fundamental and quantitative analysis. Their approach includes top-down and bottom-up portfolio construction, launching and managing equity, fixed income, and balanced mutual funds, and providing custom investment solutions. SEI focuses on delivering innovative, technology-driven asset management, emphasizing risk management, operational efficiency, and tailored client strategies through both direct and outsourced investment platforms.
Top Holdings
Equity Positions (2,674)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.78% | $3.26B | 6,551,690 | $239.21 | $497.41 | +$1.06B |
N NVDA | NVIDIA CORPORATION | 3.16% | $2.72B | 17,246,524 | $30.59 | $157.99 | +$994.0M |
A AMZN | AMAZON COM INC | 2.09% | $1.80B | 8,200,872 | $118.77 | $219.39 | +$138.2M |
A AAPL | APPLE INC | 1.78% | $1.54B | 7,494,428 | $142.68 | $205.17 | -$148.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 1.70% | $1.47B | 25,743,436 | $36.95 | $57.01 | +$85.2M |