Titelia

Holdings of SIMT Large Cap Growth Fund

SEI INSTITUTIONAL MANAGED TRUST ·245 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.4B $ · Ten largest lines: 43.4 % of the equity sleeve

Sector breakdown

  • Technology 40.6 %
  • Consumer discretionary 14.0 %
  • Communication 10.7 %
  • Health care 7.6 %
  • Financials 6.5 %
  • Industrials 6.4 %
  • Consumer staples 3.4 %
  • Materials 1.6 %
  • Utilities 0.2 %
  • Real estate 0.2 %
  • Unattributed 8.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.0 %
  • TW 0.6 %
  • NL 0.5 %
  • IE 0.3 %
  • SG 0.3 %
  • BM 0.1 %
  • FR 0.1 %
  • KY 0.1 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2331.3B $98.01 %
2TW17.4M $0.55 %
3NL26.6M $0.49 %
4IE24.7M $0.35 %
5SG13.9M $0.29 %
6BM21.5M $0.11 %
7FR11.2M $0.09 %
8KY2753K $0.06 %
9GB1485.4K $0.04 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 775,868135.3M $9.71 %
2Microsoft Corp 266,68198.7M $7.08 %
3Apple Inc 370,86194.1M $6.75 %
4Alphabet Inc 245,71670.7M $5.07 %
5Amazon.com Inc 256,72253.5M $3.84 %
6Meta Platforms Inc 69,38039.7M $2.85 %
7Broadcom Inc 103,82132.1M $2.31 %
8Alphabet Inc 69,10019.8M $1.42 %
9Mastercard Inc 37,73718.9M $1.35 %
10Johnson & Johnson 68,36316.7M $1.20 %
11Lam Research Corp 74,67816M $1.15 %
12Booking Holdings Inc 3,66015.4M $1.11 %
13Cisco Systems, Inc. 197,34015.3M $1.10 %
14Tesla Inc 40,78415.2M $1.09 %
15TJX Cos Inc/The 88,71814.2M $1.02 %
16Moody's Corp 30,27813.2M $0.95 %
17CME Group Inc 40,84212.1M $0.87 %
18GE Vernova Inc 13,56911.8M $0.85 %
19eBay Inc 129,26411.8M $0.84 %
20Eli Lilly & Co 12,59411.6M $0.83 %
21Netflix Inc 114,81511M $0.79 %
22Caterpillar Inc 15,20310.8M $0.77 %
23Autodesk Inc 43,86610.5M $0.75 %
24AutoZone Inc 3,08010.4M $0.75 %
25Monster Beverage Corp 138,81610.1M $0.72 %
26Tapestry Inc 67,3149.5M $0.68 %
27Newmont Corp 85,2649.2M $0.66 %
28Visa Inc 30,2109.1M $0.66 %
29Cardinal Health, Inc. 40,7598.6M $0.62 %
30Goldman Sachs Group Inc/The 9,9288.4M $0.60 %
31AppLovin Corp 20,4178.1M $0.58 %
32Palantir Technologies Inc 53,9617.9M $0.57 %
33Graco Inc 88,7847.5M $0.54 %
34Analog Devices Inc 23,3657.4M $0.53 %
35Taiwan Semiconductor Manufacturing Co Ltd 21,9147.4M $0.53 %
36Ross Stores Inc 34,1287.4M $0.53 %
37Mettler-Toledo International Inc 5,7337.2M $0.52 %
38Parker-Hannifin Corp 8,0387.2M $0.52 %
39Ulta Beauty Inc 13,5257.1M $0.51 %
40Western Digital Corp 24,2986.6M $0.47 %
41Otis Worldwide Corp 84,8016.5M $0.47 %
42Nebius Group NV 62,5726.5M $0.47 %
43Jabil Inc 24,0846.4M $0.46 %
44Altria Group, Inc. 94,5106.2M $0.45 %
45Linde PLC 12,4796.2M $0.44 %
46Corning Inc 44,4046M $0.43 %
47Amphenol Corp 47,1106M $0.43 %
48MSCI Inc 10,9775.9M $0.42 %
49Arista Networks Inc 48,0915.9M $0.42 %
50Ralph Lauren Corp 17,0785.9M $0.42 %
51PepsiCo Inc 36,8735.7M $0.41 %
52International Business Machines Corp. 23,5775.7M $0.41 %
53Vertiv Holdings Co 22,5755.7M $0.41 %
54Hilton Worldwide Holdings Inc 18,3895.6M $0.40 %
55Lowe's Cos Inc 23,5955.6M $0.40 %
56Cencora Inc 17,6285.5M $0.40 %
57QXO Inc 279,0785.4M $0.39 %
58Colgate-Palmolive Co 63,0635.4M $0.39 %
59Philip Morris International Inc. 32,0305.3M $0.38 %
60TALEN ENERGY CORP 16,2335.2M $0.37 %
61Expedia Group Inc 21,9855.1M $0.36 %
62Carrier Global Corp 90,1395.1M $0.36 %
63F5 Inc 17,3655M $0.36 %
64VeriSign Inc 20,1005M $0.36 %
65ResMed Inc 21,9154.9M $0.35 %
66Gilead Sciences Inc 35,1264.9M $0.35 %
67Veeva Systems Inc 27,3154.8M $0.34 %
68Intuit Inc 11,0954.8M $0.34 %
69Sherwin-Williams Co/The 14,7534.7M $0.34 %
70KLA Corp 3,1744.7M $0.34 %
71HCA Healthcare Inc 9,8054.6M $0.33 %
72Applied Materials Inc 13,1164.5M $0.32 %
73Ciena Corp 10,9644.3M $0.31 %
74Merck & Co Inc 34,6444.2M $0.30 %
75QUALCOMM Inc 31,6384.1M $0.29 %
76NIKE Inc 74,7323.9M $0.28 %
77Flex Ltd 60,0083.9M $0.28 %
78Cirrus Logic Inc 26,9603.9M $0.28 %
79UnitedHealth Group Inc 14,3933.9M $0.28 %
80Trane Technologies PLC 9,3113.9M $0.28 %
81Motorola Solutions Inc 8,8623.8M $0.28 %
82Exelixis Inc 88,4123.8M $0.27 %
83IDEXX Laboratories Inc 6,5643.7M $0.26 %
84McDonald's Corp. 11,7563.7M $0.26 %
85NetApp Inc 35,0933.6M $0.26 %
86Procter & Gamble Co/The 24,7593.6M $0.26 %
87Rockwell Automation Inc 9,8613.5M $0.25 %
88Yum! Brands Inc 22,2953.5M $0.25 %
89Boston Scientific Corp 55,1813.5M $0.25 %
90MongoDB Inc 13,9213.4M $0.24 %
91Sandisk Corp/DE 5,3463.4M $0.24 %
92Biogen Inc 18,3513.4M $0.24 %
93Fortinet Inc 39,3753.2M $0.23 %
94Woodward Inc 8,8323.2M $0.23 %
95O'Reilly Automotive Inc 33,5743.1M $0.22 %
96WW Grainger Inc 2,8213.1M $0.22 %
97Adobe Inc 12,6133.1M $0.22 %
98Lockheed Martin Corp 5,0003M $0.22 %
99Micron Technology Inc 8,6762.9M $0.21 %
100S&P Global Inc 6,8332.9M $0.21 %