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SAAT CONSERVATIVE STRATEGY FUND | SVSAXMutual Fund | |
| SEI ASSET ALLOCATION TRUST | |
| Last update 2025-03-03 | 2 Stocks (1 new) |
| Value $2.00 Mil | Turnover 41 % |
SAAT CONSERVATIVE STRATEGY FUN... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF | 39,990 | 1,165.4 | -11.53% | 59.490 | -11.53% | - | +1.92% | +7.13% | 149.1 | ||
SEIE | SEI Select International Equity ETF | 33,250 | 793.5 | New Holding | 40.510 | +40.51% | - | +10.01% | +21.31% | 621.6 |
SAAT CONSERVATIVE STRATEGY FUND's Historical Top Holdings Breakdowns
SAAT CONSERVATIVE STRATEGY FUND's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SEIE | SEI Select International Equity ETF | 2024-12-31 | New Buy | +40.51% | 23.77 ($24.48) 25.36 | $28.75 | 17.44% | New holding | 33,250 | 33,250 | |
SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF | 2024-12-31 | Reduce | -11.53% | 28.96 ($29.87) 30.87 | $31.07 | 4.01% | Reduce -11.53% | 39,990 | -5,210 | |
SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF | 2023-06-30 | Reduce | -42.83% | 24.71 ($25.22) 25.86 | $31.07 | 23.19% | Reduce -42.83% | 45,200 | -33,859 |
SAAT CONSERVATIVE STRATEGY FUND Total Holding History ($B)
SAAT CONSERVATIVE STRATEGY FUND's Asset Allocation
SAAT CONSERVATIVE STRATEGY FUND Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SAAT CONSERVATIVE STRATEGY FUND's Hypothetical Growth since 2024-12-31
SAAT CONSERVATIVE STRATEGY FUND's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SAAT CONSERVATIVE STRATEGY FUND's Holdings Heat Map
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SAAT CONSERVATIVE STRATEGY FUND's Holdings Bubble Chart
SAAT CONSERVATIVE STRATEGY FUND News
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