SU
| |
SIMT U.S. Managed Volatility Fund | SVOAXMutual Fund | |
| SIMT U.S. Managed Volatility Fund | |
| Last update 2025-06-26 | 465 Stocks (38 new) |
| Value $573.00 Mil | Turnover 5 % |
SIMT U.S. Managed Volatility F... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
T | AT&T Inc | 461,827 | 13,060.5 | -1.64% | 2.280 | -0.03% | 0.010 | +0.40% | +22.52% | 194,209.3 | Telecommunication Services | |
VZ | Verizon Communications Inc | 274,493 | 12,451.0 | -3.21% | 2.170 | -0.06% | 0.010 | -5.51% | +7.60% | 172,655.6 | Telecommunication Services | |
GILD | Gilead Sciences Inc | 106,284 | 11,909.1 | -8.39% | 2.080 | -0.16% | 0.010 | +4.81% | +19.46% | 135,339.5 | Drug Manufacturers | |
CSCO | Cisco Systems Inc | 187,401 | 11,564.5 | -1.55% | 2.020 | -0.03% | 0.000 | +23.23% | +17.64% | 270,467.9 | Hardware | |
BMY | Bristol-Myers Squibb Co | 175,250 | 10,688.5 | -0.64% | 1.870 | -0.01% | 0.010 | -1.09% | -12.01% | 97,806.0 | Drug Manufacturers | |
DOX | Amdocs Ltd | 93,935 | 8,595.0 | -14.61% | 1.500 | -0.24% | 0.080 | +7.99% | +6.12% | 9,933.0 | Software | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 34,362 | 8,544.5 | -13.47% | 1.490 | -0.20% | 0.000 | +18.87% | +29.99% | 262,089.8 | Software | |
BK | Bank of New York Mellon Corp | 97,377 | 8,167.0 | -12.02% | 1.430 | -0.18% | 0.010 | +29.06% | +28.95% | 69,057.2 | Banks | |
MO | Altria Group Inc | 135,399 | 8,126.6 | +18.95% | 1.420 | +0.23% | 0.010 | +1.42% | +14.84% | 97,664.5 | Tobacco Products | |
CAH | Cardinal Health Inc | 56,791 | 7,824.1 | -5.67% | 1.370 | -0.07% | 0.020 | +18.73% | +36.32% | 38,059.4 | Medical Distribution |
SIMT U.S. Managed Volatility Fund's Historical Top Holdings Breakdowns
SIMT U.S. Managed Volatility 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
K | Kellanova | 2025-03-31 | Sold Out Sold Out | -0.44% | 81.06 ($82.1) 82.9 | $79.98 | -2.58% | Sold Out | 0 | -31,400 | |
C | Citigroup Inc | 2025-03-31 | New Buy New Buy | +0.37% | 67.23 ($76.25) 84.63 | $93.09 | 22.09% | New holding | 29,700 | 29,700 | |
ACI | Albertsons Companies Inc | 2025-03-31 | New Buy New Buy | +0.36% | 19.58 ($20.63) 22.02 | $20.24 | -1.89% | New holding | 93,903 | 93,903 | |
MDT | Medtronic PLC | 2025-03-31 | New Buy New Buy | +0.36% | 79.84 ($89.48) 94.5 | $89.53 | 0.06% | New holding | 22,977 | 22,977 | |
EBAY | eBay Inc | 2025-03-31 | Reduce Reduce | -0.33% | 61.61 ($66.65) 70.93 | $76.79 | 15.21% | Reduce -29.27% | 74,426 | -30,794 | |
SJM | JM Smucker Co | 2025-03-31 | New Buy New Buy | +0.32% | 100.41 ($107.99) 118.41 | $108.90 | 0.84% | New holding | 15,600 | 15,600 | |
ES | Eversource Energy | 2025-03-31 | New Buy New Buy | +0.31% | 55.63 ($59.66) 63.8 | $64.84 | 8.68% | New holding | 28,300 | 28,300 | |
GEN | Gen Digital Inc | 2025-03-31 | Add Add | +0.31% | 26.33 ($27.4) 28.21 | $30.14 | 10.00% | Add 130.3% | 117,794 | 66,647 | |
NFG | National Fuel Gas Co | 2025-03-31 | Reduce Reduce | -0.30% | 60.71 ($71.92) 79.19 | $88.03 | 22.40% | Reduce -29.21% | 68,080 | -28,091 | |
ORCL | Oracle Corp | 2025-03-31 | Reduce Reduce | -0.30% | 139.81 ($162.81) 186.47 | $248.75 | 52.79% | Reduce -82.92% | 2,133 | -10,352 |
SIMT U.S. Managed Volatility Fund Total Holding History ($B)
SIMT U.S. Managed Volatility Fund's Asset Allocation
SIMT U.S. Managed Volatility Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SIMT U.S. Managed Volatility Fund's Hypothetical Growth since 2025-03-31
SIMT U.S. Managed Volatility Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SIMT U.S. Managed Volatility Fund's Holdings Heat Map
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SIMT U.S. Managed Volatility Fund's Holdings Bubble Chart
SIMT U.S. Managed Volatility Fund News
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