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
+0.10%
+22.15%
193,621.4
Telecommunication Services
C
Citigroup Inc
469,227
33,310.4
-8.75%
2.570
-0.24%
0.030
+48.31%
+34.19%
171,314.2
Banks
XOM
Exxon Mobil Corp
233,846
27,811.3
0%
2.150
0%
0.010
+1.89%
+2.18%
465,205.3
Oil & Gas
CMCSA
Comcast Corp
677,198
24,988.6
+8.14%
1.930
+0.15%
0.020
+2.21%
-5.75%
128,607.4
Telecommunication Services
KR
The Kroger Co
361,681
24,482.2
0%
1.890
0%
0.050
+0.99%
+18.19%
47,322.2
Retail - Defensive
JNJ
Johnson & Johnson
147,589
24,476.2
-6.40%
1.890
-0.11%
0.010
+4.70%
+14.92%
393,320.8
Drug Manufacturers
JPM
JPMorgan Chase & Co
98,089
24,061.2
-22.98%
1.860
-0.54%
0.000
+26.28%
+23.58%
801,560.0
Banks
BAC
Bank of America Corp
563,730
23,524.5
0%
1.810
0%
0.010
+27.30%
+9.04%
352,089.6
Banks
WFC
Wells Fargo & Co
273,870
19,661.1
-1.64%
1.520
-0.02%
0.010
+24.77%
+15.51%
258,579.5
Banks
PM
Philip Morris International Inc
120,441
19,117.6
0%
1.470
0%
0.010
+10.66%
+51.40%
279,029.1
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
$474.58
-2.38%
Reduce -69.38%
7,249
-16,425
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.54%
●
225.19 ($254.94) 279.95
$291.36
14.29%
Reduce -22.98%
98,089
-29,266
OMC
Omnicom Group Inc
2025-03-31
Add
Add
+0.41%
●
79.43 ($83.51) 88.34
$70.88
-15.12%
Add 2375.97%
67,594
64,864
C
Citigroup Inc
2025-03-31
Reduce
Reduce
-0.24%
●
67.23 ($76.25) 84.63
$93.08
22.08%
Reduce -8.75%
469,227
-44,993
QCOM
Qualcomm Inc
2025-03-31
Add
Add
+0.21%
●
151.94 ($163) 175.86
$154.05
-5.49%
Add 32.68%
72,795
17,928
CVX
Chevron Corp
2025-03-31
Reduce
Reduce
-0.21%
●
146.71 ($156.54) 167.97
$146.82
-6.21%
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
$47.44
-18.62%
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
$195.95
3.32%
New holding
13,299
13,299
GPN
Global Payments Inc
2025-03-31
Add
Add
+0.17%
●
92.18 ($104.64) 113.03
$81.87
-21.76%
Add 26.08%
106,988
22,131
SIEGY
Siemens AG
2025-03-31
Reduce
Reduce
-0.16%
●
96.19 ($113.08) 129.67
$129.81
14.79%
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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