SEI INVESTMENTS CO

data from 30/09/2025

Capitalization

$ 92.995 B 7.79 %

Average holding period

22 ans

Performance

$ 39.973 B 94.77 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SEI INVESTMENTS CO

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 3.88% 3.606 B $ 19324473 2014/12/31 493.078 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 3.73% 3.467 B $ 6693894 2014/12/31 134.572 M $ 4.13 %
2025/09/30 AAPL APPLE INC 2.43% 2.261 B $ 8878966 2014/12/31 370.674 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 1.94% 1.807 B $ 8229689 2014/12/31 1.476 M $ 0.08 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 1.66% 1.548 B $ 25836401 2014/12/31 74.913 M $ 5.10 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 1.53% 1.418 B $ 44450869 2017/03/31 123.512 M $ 9.24 %
2025/09/30 META META PLATFORMS INC 1.42% 1.320 B $ 1797509 2014/12/31 -6.578 M $ -0.50 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 1.39% 1.291 B $ 44357295 2016/03/31 62.010 M $ 5.20 %
2025/09/30 BND VANGUARD BD INDEX FDS 1.35% 1.255 B $ 16881213 2014/12/31 11.529 M $ 1.01 %
2025/09/30 AVGO BROADCOM INC 1.22% 1.134 B $ 3437755 2018/06/30 179.882 M $ 19.68 %
2025/09/30 GOOG ALPHABET INC 1.03% 961.283 M $ 3946968 2015/12/31 151.451 M $ 37.30 %
2025/09/30 IDEV ISHARES TR 1.00% 932.149 M $ 11627216 2022/12/31 45.651 M $ 5.43 %
2025/09/30 GOOGL ALPHABET INC 0.97% 906.617 M $ 3729392 2015/12/31 233.173 M $ 37.94 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.89% 826.922 M $ 31394167 2017/12/31 68.341 M $ 7.77 %
2025/09/30 ORCL ORACLE CORP 0.77% 718.158 M $ 2553580 2014/12/31 148.600 M $ 28.64 %
2025/09/30 VUG VANGUARD INDEX FDS 0.76% 702.580 M $ 1464891 2014/12/31 60.509 M $ 9.40 %
2025/09/30 VTEB VANGUARD MUN BD FDS 0.75% 693.922 M $ 13859052 2018/03/31 13.733 M $ 2.12 %
2025/09/30 NFLX NETFLIX INC 0.73% 683.056 M $ 569715 2014/12/31 -87.134 M $ -10.47 %
2025/09/30 VTV VANGUARD INDEX FDS 0.73% 681.831 M $ 3656120 2014/12/31 34.740 M $ 5.52 %
2025/09/30 IEMG ISHARES INC 0.67% 622.918 M $ 9449618 2014/12/31 54.802 M $ 9.81 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.66% 613.230 M $ 11318380 2014/12/31 53.617 M $ 9.54 %
2025/09/30 SEIM SEI EXCHANGE TRADED FUNDS 0.64% 597.089 M $ 13151647 2024/03/31 34.786 M $ 7.69 %
2025/09/30 MA MASTERCARD INCORPORATED 0.63% 590.215 M $ 1037613 2014/12/31 7.212 M $ 1.22 %
2025/09/30 SEIV SEI EXCHANGE TRADED FUNDS 0.63% 587.350 M $ 15098907 2024/03/31 39.786 M $ 8.99 %
2025/09/30 V VISA INC 0.63% 583.384 M $ 1708900 2014/12/31 -26.807 M $ -3.85 %
2025/09/30 TSLA TESLA INC 0.59% 553.152 M $ 1243836 2014/12/31 141.131 M $ 40.00 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.58% 543.637 M $ 1946496 2014/12/31 124.849 M $ 23.31 %
2025/09/30 BNDX VANGUARD CHARLOTTE FDS 0.58% 539.927 M $ 10916431 2021/12/31 -509.735 K $ -0.10 %
2025/09/30 MUB ISHARES TR 0.54% 499.656 M $ 4692039 2014/12/31 9.130 M $ 1.92 %
2025/09/30 SE SEA LTD 0.48% 443.079 M $ 2479048 2018/03/31 44.190 M $ 11.75 %
2025/09/30 VTIP VANGUARD MALVERN FDS 0.47% 434.632 M $ 8584452 2014/12/31 3.132 M $ 0.72 %
2025/09/30 SCHO SCHWAB STRATEGIC TR 0.46% 429.361 M $ 17596729 2017/03/31 340.523 K $ 0.08 %
2025/09/30 LLY ELI LILLY & CO 0.46% 429.076 M $ 562345 2014/12/31 -11.064 M $ -2.12 %
2025/09/30 SPHY SPDR SERIES TRUST 0.46% 426.678 M $ 17822858 2023/12/31 2.348 M $ 0.59 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.45% 414.247 M $ 593472 2018/06/30 -35.751 M $ -9.04 %
2025/09/30 WELL WELLTOWER INC 0.44% 410.901 M $ 2306626 2015/09/30 61.619 M $ 15.88 %
2025/09/30 SCHA SCHWAB STRATEGIC TR 0.44% 409.876 M $ 14690812 2017/03/31 40.252 M $ 10.28 %
2025/09/30 SNOW SNOWFLAKE INC 0.44% 408.184 M $ 1809721 2020/09/30 2.836 M $ 0.80 %
2025/09/30 SHOP SHOPIFY INC 0.43% 397.437 M $ 2674370 2017/12/31 86.044 M $ 28.83 %
2025/09/30 NOW SERVICENOW INC 0.39% 364.903 M $ 396517 2014/12/31 -39.916 M $ -10.49 %
2025/09/30 INTU INTUIT 0.39% 358.170 M $ 524477 2014/12/31 -54.919 M $ -13.30 %
2025/09/30 CBRE CBRE GROUP INC 0.37% 342.136 M $ 2171448 2014/12/31 37.772 M $ 12.45 %
2025/09/30 MELI MERCADOLIBRE INC 0.36% 332.313 M $ 142200 2015/12/31 -32.624 M $ -10.59 %
2025/09/30 IEFA ISHARES TR 0.35% 323.538 M $ 3705625 2014/12/31 14.292 M $ 4.59 %
2025/09/30 APP APPLOVIN CORP 0.34% 320.583 M $ 446154 2023/06/30 153.558 M $ 105.26 %
2025/09/30 SCHP SCHWAB STRATEGIC TR 0.34% 318.667 M $ 11824350 2023/03/31 3.069 M $ 1.01 %
2025/09/30 ACWV ISHARES INC 0.33% 305.788 M $ 2549778 2014/12/31 3.373 M $ 1.14 %
2025/09/30 APH AMPHENOL CORP NEW 0.33% 304.154 M $ 2457781 2014/12/31 28.253 M $ 25.32 %
2025/09/30 VBR VANGUARD INDEX FDS 0.33% 303.097 M $ 1452261 2014/12/31 19.548 M $ 7.02 %
2025/09/30 SUB ISHARES TR 0.32% 294.140 M $ 2754637 2014/12/31 1.185 M $ 0.41 %
2025/09/30 SEIQ SEI EXCHANGE TRADED FUNDS 0.31% 287.970 M $ 7444963 2024/03/31 8.858 M $ 4.03 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.31% 287.281 M $ 1775627 2016/09/30 19.034 M $ 14.02 %
2025/09/30 GE GE AEROSPACE 0.31% 284.888 M $ 947073 2021/09/30 38.992 M $ 16.87 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.31% 284.188 M $ 900953 2014/12/31 21.793 M $ 8.80 %
2025/09/30 VBK VANGUARD INDEX FDS 0.30% 282.726 M $ 949929 2014/12/31 19.414 M $ 7.47 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.30% 281.897 M $ 1520301 2014/12/31 43.318 M $ 21.39 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.28% 264.433 M $ 48975 2018/03/31 -23.182 M $ -6.74 %
2025/09/30 SNPS SYNOPSYS INC 0.28% 264.095 M $ 535270 2014/12/31 -5.493 M $ -3.76 %
2025/09/30 VWOB VANGUARD WHITEHALL FDS 0.27% 251.276 M $ 3755972 2021/09/30 5.627 M $ 2.37 %
2025/09/30 DHR DANAHER CORPORATION 0.27% 246.615 M $ 1243907 2014/12/31 1.154 M $ 0.36 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.26% 246.217 M $ 1424209 2014/12/31 -2.248 M $ -0.83 %
2025/09/30 PLD PROLOGIS INC. 0.26% 244.882 M $ 2138342 2014/12/31 22.434 M $ 8.94 %
2025/09/30 TDY TELEDYNE TECHNOLOGIES INC 0.25% 234.717 M $ 400514 2014/12/31 28.255 M $ 14.39 %
2025/09/30 ARGX ARGENX SE 0.25% 230.318 M $ 312268 2019/03/31 58.958 M $ 33.81 %
2025/09/30 SPGI S&P GLOBAL INC 0.25% 228.845 M $ 470182 2016/06/30 -16.151 M $ -7.70 %
2025/09/30 EMLC VANECK ETF TRUST 0.24% 226.768 M $ 8889292 2018/12/31 1.371 M $ 0.63 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.24% 224.001 M $ 2294400 2014/12/31 -24.582 M $ -9.11 %
2025/09/30 ETN EATON CORP PLC 0.23% 216.336 M $ 578053 2014/12/31 9.274 M $ 4.83 %
2025/09/30 DASH DOORDASH INC 0.23% 213.627 M $ 785422 2020/12/31 17.358 M $ 10.34 %
2025/09/30 LIN LINDE PLC 0.23% 209.335 M $ 440666 2023/03/31 2.524 M $ 1.24 %
2025/09/30 MBB ISHARES TR 0.22% 207.079 M $ 2176254 2014/12/31 2.439 M $ 1.34 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.21% 198.148 M $ 1086235 2022/03/31 46.405 M $ 33.82 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.21% 197.675 M $ 393193 2014/12/31 6.362 M $ 3.49 %
2025/09/30 ABBV ABBVIE INC 0.21% 195.932 M $ 846208 2014/12/31 31.627 M $ 24.74 %
2025/09/30 WWD WOODWARD INC 0.21% 194.965 M $ 771497 2014/12/31 5.424 M $ 3.11 %
2025/09/30 ADI ANALOG DEVICES INC 0.21% 194.724 M $ 792517 2014/12/31 3.471 M $ 3.23 %
2025/09/30 MCO MOODYS CORP 0.21% 191.259 M $ 401396 2014/12/31 -5.907 M $ -5.01 %
2025/09/30 QCOM QUALCOMM INC 0.20% 190.001 M $ 1142101 2014/12/31 7.532 M $ 4.46 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.20% 183.982 M $ 523777 2014/12/31 12.777 M $ 13.99 %
2025/09/30 MPWR MONOLITHIC PWR SYS INC 0.20% 183.836 M $ 199686 2014/12/31 37.755 M $ 25.88 %
2025/09/30 CSCO CISCO SYS INC 0.20% 183.263 M $ 2678490 2014/12/31 -2.396 M $ -1.38 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.20% 183.087 M $ 409385 2014/12/31 -53.273 M $ -17.70 %
2025/09/30 VTI VANGUARD INDEX FDS 0.19% 180.676 M $ 550556 2025/03/31 12.749 M $ 7.98 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.19% 180.664 M $ 1844065 2019/06/30 7.453 M $ 5.01 %
2025/09/30 HYMB SPDR SERIES TRUST 0.19% 179.371 M $ 7195068 2014/12/31 1.004 M $ 0.61 %
2025/09/30 BCI ABRDN ETFS 0.19% 177.017 M $ 8218214 2021/06/30 6.124 M $ 3.71 %
2025/09/30 HDB HDFC BANK LTD 0.19% 176.233 M $ 5159063 2014/12/31 -111.840 M $ -55.45 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.19% 174.907 M $ 1078316 2014/12/31 -25.166 M $ -10.94 %
2025/09/30 ECL ECOLAB INC 0.19% 174.110 M $ 635765 2014/12/31 2.800 M $ 1.64 %
2025/09/30 C CITIGROUP INC 0.18% 169.725 M $ 1672155 2014/12/31 28.730 M $ 19.24 %
2025/09/30 CCI CROWN CASTLE INC 0.18% 169.445 M $ 1756088 2014/12/31 -10.362 M $ -6.07 %
2025/09/30 BKR BAKER HUGHES COMPANY 0.18% 167.354 M $ 3435023 2017/09/30 32.536 M $ 27.07 %
2025/09/30 R RYDER SYS INC 0.18% 166.633 M $ 883338 2014/12/31 25.289 M $ 18.64 %
2025/09/30 GEV GE VERNOVA INC 0.18% 166.340 M $ 270540 2024/06/30 27.274 M $ 16.20 %
2025/09/30 GATX GATX CORP 0.18% 166.038 M $ 949877 2021/03/31 19.635 M $ 13.83 %
2025/09/30 MOG-A MOOG INC 0.18% 165.294 M $ 795946 2020/09/30 20.595 M $ 14.75 %
2025/09/30 ABC CENCORA INC 0.18% 165.190 M $ 528528 2014/12/31 0.000 $ 0.00 %
2025/09/30 EQIX EQUINIX INC 0.18% 164.222 M $ 209672 2015/03/31 -3.007 M $ -1.54 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.18% 162.901 M $ 1706322 2014/12/31 6.538 M $ 4.64 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.17% 162.428 M $ 1057139 2014/12/31 -5.873 M $ -3.56 %