SL

SIMT LARGE CAP VALUE FUND | SEUIX

Mutual Fund
SEI INSTITUTIONAL MANAGED TRUST
Last update 2025-06-26 221 Stocks (7 new)
Value $1.30 Bil Turnover 3 %
Countries:
Top Holdings: T(3.33%)C(2.57%)XOM(2.15%)CMCSA(1.93%)KR(1.89%)
Summary Stock Picks Current Portfolio
SIMT LARGE CAP VALUE FUND Top Holdings of 2025-03-31 View Full List
Ticker
T
C
XOM
CMCSA
KR
JNJ
JPM
BAC
WFC
PM
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
T
AT&T Inc
1,527,589
43,200.2
0%
3.330
0%
0.020
+0.74%
+22.34%
193,921.5
Telecommunication Services
C
Citigroup Inc
469,227
33,310.4
-8.75%
2.570
-0.24%
0.030
+46.12%
+29.80%
165,717.8
Banks
XOM
Exxon Mobil Corp
233,846
27,811.3
0%
2.150
0%
0.010
+8.71%
+6.23%
483,670.8
Oil & Gas
CMCSA
Comcast Corp
677,198
24,988.6
+8.14%
1.930
+0.15%
0.020
+3.47%
-5.88%
128,439.4
Telecommunication Services
KR
The Kroger Co
361,681
24,482.2
0%
1.890
0%
0.050
+4.71%
+18.75%
47,543.7
Retail - Defensive
JNJ
Johnson & Johnson
147,589
24,476.2
-6.40%
1.890
-0.11%
0.010
+7.98%
+15.84%
396,472.8
Drug Manufacturers
JPM
JPMorgan Chase & Co
98,089
24,061.2
-22.98%
1.860
-0.54%
0.000
+25.08%
+21.17%
785,911.8
Banks
BAC
Bank of America Corp
563,730
23,524.5
0%
1.810
0%
0.010
+24.03%
+6.01%
342,310.4
Banks
WFC
Wells Fargo & Co
273,870
19,661.1
-1.64%
1.520
-0.02%
0.010
+25.58%
+14.96%
257,339.6
Banks
PM
Philip Morris International Inc
120,441
19,117.6
0%
1.470
0%
0.010
+15.06%
+54.78%
285,262.9
Tobacco Products

SIMT LARGE CAP VALUE FUND's Historical Top Holdings Breakdowns

SIMT LARGE CAP VALUE FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-0.58%
●
442.66 ($486.15) 534.52
$471.31
-3.05%
Reduce -69.38%
7,249
-16,425
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.54%
●
225.19 ($254.94) 279.95
$285.82
12.11%
Reduce -22.98%
98,089
-29,266
OMC
Omnicom Group Inc
2025-03-31
Add
Add
+0.41%
●
79.43 ($83.51) 88.34
$74.05
-11.33%
Add 2375.97%
67,594
64,864
C
Citigroup Inc
2025-03-31
Reduce
Reduce
-0.24%
●
67.23 ($76.25) 84.63
$90.02
18.06%
Reduce -8.75%
469,227
-44,993
QCOM
Qualcomm Inc
2025-03-31
Add
Add
+0.21%
●
151.94 ($163) 175.86
$154.07
-5.48%
Add 32.68%
72,795
17,928
CVX
Chevron Corp
2025-03-31
Reduce
Reduce
-0.21%
●
146.71 ($156.54) 167.97
$149.92
-4.23%
Reduce -18.01%
84,337
-18,526
BMY
Bristol-Myers Squibb Co
2025-03-31
Reduce
Reduce
-0.19%
●
53.9 ($58.29) 63.11
$47.17
-19.08%
Reduce -23%
142,381
-42,536
MTB
M&T Bank Corp
2025-03-31
New Buy
New Buy
+0.18%
●
170.47 ($189.66) 201.98
$192.52
1.51%
New holding
13,299
13,299
GPN
Global Payments Inc
2025-03-31
Add
Add
+0.17%
●
92.18 ($104.64) 113.03
$82.66
-21.01%
Add 26.08%
106,988
22,131
SIEGY
Siemens AG
2025-03-31
Reduce
Reduce
-0.16%
●
96.19 ($113.08) 129.67
$127.79
13.01%
Reduce -23.13%
72,993
-21,965

SIMT LARGE CAP VALUE FUND Total Holding History ($B)

To

SIMT LARGE CAP VALUE FUND's Asset Allocation

To

SIMT LARGE CAP VALUE FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SIMT LARGE CAP VALUE FUND's Hypothetical Growth since 2025-03-31

SIMT LARGE CAP VALUE FUND's Yearly Returns

Year Portfolio % % Excess Gain %

SIMT LARGE CAP VALUE FUND's Holdings Heat Map

Size field:

SIMT LARGE CAP VALUE FUND's Holdings Bubble Chart

SIMT LARGE CAP VALUE FUND News

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