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Michael N. Peterson

@Sei Investments Co

Latest period2024 - Q3ReportedManaged Assets$77.008BTotal holdings2675
Assets growth rate9.1%Assets growth rate (2-Q avg)6.27%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sei Investments Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2675 positions.

Assets under management

The assets under management (AUM) of Sei Investments Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 77.008B in assets, with a quarterly growth rate of 9.1% and a 2-quarter average growth rate of 6.27%. The portfolio is managed by Michael N. Peterson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.63%
1.84%
$1.416B
26.806M shares@ $52.81 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -1.4%
1.09%
$838.088M
12.352M shares@ $67.86 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -11.14%
1.02%
$782.804M
4.72M shares@ $165.86 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -29.36%
0.88%
$672.441M
8.953M shares@ $75.12 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.26%
0.78%
$600.47M
1.564M shares@ $383.94 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -1.05%
0.74%
$562.915M
11.764M shares@ $47.86 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -2.43%
0.68%
$516.016M
2.971M shares@ $173.68 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -4.4%
0.65%
$500.461M
9.79M shares@ $51.12 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -13.71%
0.59%
$447.458M
2.676M shares@ $167.19 avg price
SEIMSei Exchange Traded Funds
Recent Activity
Decreased -1.72%
0.58%
$442.237M
12.244M shares@ $36.13 avg price