ST

SIMT Tax-Managed Managed Volatility Fund | TMMAX

Mutual Fund
SEI INSTITUTIONAL MANAGED TRUST
Last update 2025-06-26 175 Stocks (9 new)
Value $720.00 Mil Turnover 3 %
Countries:
Top Holdings: PGR(2.38%)AZO(2.10%)WM(1.92%)T(1.87%)NOC(1.84%)
Summary Stock Picks Current Portfolio
SIMT Tax-Managed Managed Volat... Top Holdings of 2025-03-31 View Full List
Ticker
PGR
AZO
WM
T
NOC
ELV
VZ
AFL
WMT
MSFT
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PGR
Progressive Corp
60,621
17,156.3
-19.25%
2.380
-0.48%
0.010
-7.26%
+6.60%
146,796.3
Insurance
AZO
AutoZone Inc
3,961
15,102.4
-1.37%
2.100
-0.02%
0.020
+4.67%
+16.87%
62,601.9
Vehicles & Parts
WM
Waste Management Inc
59,772
13,837.8
-5.89%
1.920
-0.10%
0.010
+0.94%
+12.68%
90,843.6
Waste Management
T
AT&T Inc
477,204
13,495.3
0%
1.870
0%
0.010
+7.28%
+26.30%
202,196.4
Telecommunication Services
NOC
Northrop Grumman Corp
25,900
13,261.1
-1.29%
1.840
-0.02%
0.020
-0.38%
+9.24%
73,106.9
Aerospace & Defense
ELV
Elevance Health Inc
30,140
13,109.7
-0.42%
1.820
-0.01%
0.010
-20.15%
-5.30%
78,254.7
Healthcare Plans
VZ
Verizon Communications Inc
277,085
12,568.6
-3.49%
1.750
-0.06%
0.010
+0.94%
+10.18%
179,654.6
Telecommunication Services
AFL
Aflac Inc
112,800
12,542.2
0%
1.740
0%
0.020
-2.68%
-0.38%
55,097.1
Insurance
WMT
Walmart Inc
136,072
11,945.8
0%
1.660
0%
0.000
+8.31%
+7.70%
772,584.3
Retail - Defensive
MSFT
Microsoft Corp
31,310
11,753.5
-23.13%
1.630
-0.55%
0.000
+29.18%
+19.92%
3,742,360.2
Software

SIMT Tax-Managed Managed Volatility Fund's Historical Top Holdings Breakdowns

SIMT Tax-Managed Managed Volatility 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
RSG
Republic Services Inc
2025-03-31
Reduce
Reduce
-1.25%
●
200.09 ($224.22) 242.16
$240.51
7.27%
Reduce -77.96%
12,712
-44,956
DOX
Amdocs Ltd
2025-03-31
Reduce
Reduce
-0.66%
●
82.21 ($87.29) 92.02
$91.57
4.90%
Reduce -33.03%
113,942
-56,208
FHI
Federated Hermes Inc
2025-03-31
New Buy
New Buy
+0.62%
●
37.58 ($39.03) 41.51
$45.90
17.60%
New holding
110,199
110,199
WTM
White Mountains Insurance Group Ltd
2025-03-31
Sold Out
Sold Out
-0.57%
●
1818.58 ($1882.39) 1983.07
$1,803.82
-4.17%
Sold Out
0
-2,113
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.55%
●
375.39 ($407.71) 447.2
$503.51
23.50%
Reduce -23.13%
31,310
-9,423
PGR
Progressive Corp
2025-03-31
Reduce
Reduce
-0.48%
●
235.61 ($261.55) 291.22
$250.41
-4.26%
Reduce -19.25%
60,621
-14,449
THG
The Hanover Insurance Group Inc
2025-03-31
Sold Out
Sold Out
-0.42%
●
147.13 ($161.88) 174.61
$165.81
2.43%
Sold Out
0
-19,700
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.41%
●
209.68 ($231.67) 247.1
$211.14
-8.86%
Reduce -21.14%
44,166
-11,840
DCI
Donaldson Co Inc
2025-03-31
New Buy
New Buy
+0.39%
●
66.51 ($69.18) 72.28
$70.90
2.49%
New holding
41,767
41,767
NFG
National Fuel Gas Co
2025-03-31
Reduce
Reduce
-0.38%
●
60.71 ($71.92) 79.19
$82.22
14.32%
Reduce -29.31%
108,536
-45,000

SIMT Tax-Managed Managed Volatility Fund Total Holding History ($B)

To

SIMT Tax-Managed Managed Volatility Fund's Asset Allocation

To

SIMT Tax-Managed Managed Volatility Fund Past Portfolios

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

Top Ranked Articles

  • 1

SIMT Tax-Managed Managed Volatility Fund's Hypothetical Growth since 2025-03-31

SIMT Tax-Managed Managed Volatility Fund's Yearly Returns

Year Portfolio % % Excess Gain %

SIMT Tax-Managed Managed Volatility Fund's Holdings Heat Map

Size field:

SIMT Tax-Managed Managed Volatility Fund's Holdings Bubble Chart

SIMT Tax-Managed Managed Volatility Fund News

  • 1

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