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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
MSFTMicrosoft Corp
Recent Activity
Increased 1.72%
3.21%
$2.471B
5.742M shares@ $430.3 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.53%
2.32%
$1.781B
14.662M shares@ $121.44 avg price
AAPLApple Inc
Recent Activity
Increased 13.22%
2.17%
$1.668B
7.159M shares@ $233.01 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.61%
2.05%
$1.575B
8.454M shares@ $186.33 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.63%
1.84%
$1.416B
26.806M shares@ $52.81 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 4.98%
1.3%
$995.648M
9.557M shares@ $104.19 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 5.52%
1.27%
$975.246M
12.134M shares@ $80.37 avg price
METAMeta Platforms Inc
Recent Activity
Increased 9.64%
1.18%
$901.862M
1.575M shares@ $572.44 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