SB

Sit Balanced Fund | SIBAX

Mutual Fund
SIT MUTUAL FUNDS INC
Last update 2025-06-20 73 Stocks (3 new)
Value $41.00 Mil Turnover 1 %
Countries:
Sit Balanced Fund Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
32,950
3,571.1
-6.26%
8.660
-0.64%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
AAPL
Apple Inc
13,475
2,993.2
0%
7.260
0%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
MSFT
Microsoft Corp
7,475
2,806.0
0%
6.800
0%
0.000
+32.15%
+21.67%
3,797,138.0
Software
GOOGL
Alphabet Inc
12,400
1,917.5
0%
4.650
0%
0.000
+20.80%
+1.76%
2,329,696.9
Interactive Media
AVGO
Broadcom Inc
11,400
1,908.7
0%
4.630
0%
0.000
+53.81%
+25.20%
1,357,939.1
Semiconductors
AMZN
Amazon.com Inc
9,700
1,845.5
0%
4.470
0%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
META
Meta Platforms Inc
2,000
1,152.7
0%
2.790
0%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
UNH
UnitedHealth Group Inc
1,900
995.1
0%
2.410
0%
0.000
-33.87%
-44.30%
252,711.2
Healthcare Plans
V
Visa Inc
2,800
981.3
0%
2.380
0%
0.000
+5.61%
+12.38%
691,480.5
Credit Services
CRM
Salesforce Inc
3,650
979.5
0%
2.370
0%
0.000
+1.29%
-19.68%
255,921.2
Software

Sit Balanced Fund's Historical Top Holdings Breakdowns

Sit Balanced 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
ULTA
Ulta Beauty Inc
2025-03-31
Sold Out
Sold Out
-0.75%
314.47 ($381.12) 431.35
$513.55
34.75%
Sold Out
0
-795
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.64%
106.98 ($126.74) 149.43
$173.74
37.08%
Reduce -6.26%
32,950
-2,200
TTWO
Take-Two Interactive Software Inc
2025-03-31
New Buy
New Buy
+0.62%
178.61 ($199.81) 217.95
$225.75
12.98%
New holding
1,225
1,225
SAFRY
Safran SA
2025-03-31
Reduce
Reduce
-0.49%
54.48 ($63.63) 71.92
$81.71
28.41%
Reduce -36.36%
7,350
-4,200
MDLZ
Mondelez International Inc
2025-03-31
Sold Out
Sold Out
-0.44%
56.12 ($61.63) 68.15
$70.18
13.87%
Sold Out
0
-3,400
WMB
Williams Companies Inc
2025-03-31
New Buy
New Buy
+0.33%
54.02 ($57.24) 61.09
$58.75
2.64%
New holding
2,250
2,250
NVO
Novo Nordisk AS
2025-03-31
Sold Out
Sold Out
-0.29%
69.3 ($82.59) 90.95
$70.73
-14.36%
Sold Out
0
-1,550
NAD
Nuveen Quality Municipal Income Fund
Nuveen Quality Municipal Income Fund
2025-03-31
Sold Out
Sold Out
-0.28%
11.4 ($11.75) 11.96
$11.04
-6.04%
Sold Out
0
-11,000
ABT
Abbott Laboratories
2025-03-31
Reduce
Reduce
-0.27%
111.1 ($127.27) 140.22
$125.64
-1.28%
Reduce -30.99%
2,450
-1,100
AMAT
Applied Materials Inc
2025-03-31
Reduce
Reduce
-0.25%
145.06 ($168.16) 195.51
$188.12
11.87%
Reduce -26.92%
1,900
-700

Sit Balanced Fund Total Holding History ($B)

To

Sit Balanced Fund's Asset Allocation

To

Sit Balanced Fund Past Portfolios

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

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Sit Balanced Fund's Hypothetical Growth since 2025-03-31

Sit Balanced Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Sit Balanced Fund's Holdings Heat Map

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Sit Balanced Fund's Holdings Bubble Chart

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