Titelia

Holdings of SIMT Large Cap Value Fund

SEI INSTITUTIONAL MANAGED TRUST · 240 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.4B $ · Ten largest lines: 19.8 % of the equity sleeve

Sector breakdown

  • Financials 16.3 %
  • Health care 11.3 %
  • Technology 8.5 %
  • Communication 8.1 %
  • Energy 7.0 %
  • Industrials 6.9 %
  • Consumer staples 6.0 %
  • Consumer discretionary 5.9 %
  • Utilities 3.8 %
  • Materials 3.7 %
  • Real estate 0.8 %
  • Unattributed 21.7 %

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 93.9 %
  • IE 1.6 %
  • GB 1.3 %
  • NL 1.0 %
  • CA 0.7 %
  • DE 0.4 %
  • GG 0.3 %
  • FR 0.3 %
  • BM 0.2 %
  • DK 0.1 %
  • LU 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2211.3B $93.92 %
2IE421.8M $1.62 %
3GB417.6M $1.31 %
4NL313.3M $0.99 %
5CA29.2M $0.69 %
6DE15.6M $0.42 %
7GG14.1M $0.30 %
8FR13.7M $0.27 %
9BM13M $0.23 %
10DK11.6M $0.12 %
11LU11.5M $0.11 %

Positions

RankCompanySharesValueWeight
101Molson Coors Beverage Co 102,4664.4M $0.33 %
102UGI Corp 120,7854.4M $0.33 %
103M&T Bank Corp 20,5824.3M $0.31 %
104Arrow Electronics Inc 29,2564.2M $0.31 %
105Jazz Pharmaceuticals PLC 22,0794.2M $0.31 %
106Centene Corp 126,8914.2M $0.31 %
107Chevron Corp 19,9984.1M $0.31 %
108GSK PLC 74,0894.1M $0.30 %
109LyondellBasell Industries NV 50,7384.1M $0.30 %
110Amdocs Ltd 62,5624.1M $0.30 %
111Walt Disney Co/The 42,3214.1M $0.30 %
112TD SYNNEX Corp 24,0174.1M $0.30 %
113Kimberly-Clark Corp 41,8964M $0.30 %
114Jones Lang LaSalle Inc 13,2154M $0.30 %
115American Express Co 13,2904M $0.30 %
116Canadian Natural Resources Ltd 81,5424M $0.29 %
117BioMarin Pharmaceutical Inc 69,9213.9M $0.29 %
118Crown Castle Inc 47,7673.9M $0.29 %
119Bristol-Myers Squibb Co 63,9113.9M $0.29 %
120Exelon Corp 78,7873.9M $0.29 %
121Annaly Capital Management Inc 182,4483.9M $0.29 %
122Leidos Holdings Inc 24,6853.8M $0.28 %
123United Therapeutics Corp 6,4673.8M $0.28 %
124Berkshire Hathaway Inc 8,0013.8M $0.28 %
125Ryder System Inc 18,6833.8M $0.28 %
126FirstEnergy Corp 74,9793.8M $0.28 %
127Unum Group 50,6473.7M $0.27 %
128Expeditors International of Washington Inc 25,6723.7M $0.27 %
129Sanofi SA 76,1303.7M $0.27 %
130Willis Towers Watson PLC 12,5573.7M $0.27 %
131Abercrombie & Fitch Co 39,7283.6M $0.27 %
132Eversource Energy 51,1163.5M $0.26 %
133Dell Technologies Inc 21,5383.5M $0.26 %
134Smurfit Westrock PLC 88,6383.5M $0.26 %
135Magna International Inc 63,2433.5M $0.26 %
136Reinsurance Group of America Inc 17,2723.5M $0.26 %
137Steel Dynamics Inc 19,4763.5M $0.26 %
138Voya Financial Inc 50,4803.4M $0.26 %
139Vontier Corp 94,7523.4M $0.25 %
140HF Sinclair Corp 52,8563.3M $0.24 %
141National Fuel Gas Co 34,7343.3M $0.24 %
142CNH Industrial NV 294,7853.2M $0.24 %
143Conagra Brands Inc 201,6663.2M $0.23 %
144Best Buy Co Inc 49,3303.2M $0.23 %
145Oshkosh Corp 21,4393.2M $0.23 %
146Eastman Chemical Co 40,8183.1M $0.23 %
147Royalty Pharma PLC 63,9493.1M $0.23 %
148NRG Energy Inc 20,8523M $0.23 %
149RenaissanceRe Holdings Ltd 10,2503M $0.23 %
150Albertsons Cos Inc 176,3983M $0.22 %
151Genpact Ltd 79,2083M $0.22 %
152AGCO Corp 25,2672.9M $0.22 %
153Capital One Financial Corp 15,8872.9M $0.21 %
154Cummins Inc 5,3502.9M $0.21 %
155Northern Trust Corp 20,5872.9M $0.21 %
156F5 Inc 9,8912.9M $0.21 %
157BP PLC 60,0112.8M $0.21 %
158Humana Inc 15,8682.8M $0.20 %
159Regal Rexnord Corp 14,4912.7M $0.20 %
160Ally Financial Inc 68,7722.7M $0.20 %
161UnitedHealth Group Inc 9,9642.7M $0.20 %
162Aptiv PLC 37,7242.6M $0.19 %
163Howard Hughes Holdings Inc 40,4242.6M $0.19 %
164American International Group Inc 33,6832.5M $0.19 %
165Regions Financial Corp 96,9132.5M $0.19 %
166Citizens Financial Group Inc 40,7782.4M $0.18 %
167Incyte Corp 25,8502.4M $0.18 %
168SLB Ltd 44,2902.3M $0.17 %
169Lockheed Martin Corp 3,7412.3M $0.17 %
170Becton Dickinson & Co 14,3472.3M $0.17 %
171Estee Lauder Cos Inc/The 30,3402.2M $0.16 %
172Baxter International Inc 129,4332.2M $0.16 %
173Zions Bancorp NA 37,6532.2M $0.16 %
174East West Bancorp Inc 20,2202.2M $0.16 %
175Ford Motor Co 185,5472.1M $0.16 %
176AutoNation Inc 10,9402.1M $0.16 %
177Applied Materials Inc 6,2232.1M $0.16 %
178AECOM 24,9432.1M $0.16 %
179Lincoln National Corp 59,2292.1M $0.16 %
180PVH Corp 30,0762.1M $0.16 %
181Skyworks Solutions Inc 38,8442.1M $0.15 %
182Penske Automotive Group Inc 13,5662M $0.15 %
183Halliburton Co 51,5262M $0.15 %
184Hartford Insurance Group Inc/The 14,5122M $0.15 %
185GoDaddy Inc 23,5681.9M $0.14 %
186Owens Corning 17,9341.9M $0.14 %
187Radian Group Inc 58,3831.9M $0.14 %
188MGIC Investment Corp 72,6331.9M $0.14 %
189United Airlines Holdings Inc 19,1961.8M $0.13 %
190Middleby Corp/The 13,0361.7M $0.13 %
191Bank OZK 36,5891.7M $0.12 %
192Fox Corp 31,2801.7M $0.12 %
193Genmab A/S 60,4941.6M $0.12 %
194Corebridge Financial Inc 66,7951.6M $0.12 %
195First Horizon Corp 69,1511.6M $0.12 %
196Pinterest Inc 85,7281.6M $0.12 %
197DXC Technology Co 124,1741.6M $0.12 %
198Mueller Industries Inc 14,0021.6M $0.11 %
199Whirlpool Corp 27,7361.5M $0.11 %
200Dropbox Inc 65,3751.5M $0.11 %