Titelia

Holdings of SIMT Multi-Strategy Alternatives Fund

SEI INSTITUTIONAL MANAGED TRUST · 65 declared positions · as of Mar 31, 2026

Original filing · Net assets 235.2M $ · Ten largest lines: 57.6 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 3.3 %
  • Materials 1.9 %
  • Technology 1.6 %
  • Financials 1.1 %
  • Energy 0.7 %
  • Communication 0.4 %
  • Real estate 0.2 %
  • Unattributed 90.7 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 97.2 %
  • GBP 2.0 %
  • EUR 0.8 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 85.5 %
  • CA 3.3 %
  • FR 2.0 %
  • GB 2.0 %
  • ZA 1.8 %
  • NL 1.4 %
  • LU 1.4 %
  • DE 1.3 %
  • KY 0.7 %
  • BM 0.7 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US5393.3M $85.45 %
CA33.6M $3.34 %
FR12.1M $1.96 %
GB12.1M $1.96 %
ZA11.9M $1.78 %
NL11.5M $1.38 %
LU11.5M $1.36 %
DE21.4M $1.28 %
KY1812.1K $0.74 %
BM1808K $0.74 %

Positions

CompanySharesValue (USD)Weight
Merger Fund 2,512,57942.9M $18.26 %
Century Aluminum Co 43,2622.5M $1.08 %
Hudbay Minerals Inc 111,1952.3M $0.99 %
Alcoa Corp 33,5572.2M $0.95 %
Carpenter Technology Corp 5,4962.2M $0.92 %
Sensient Technologies Corp 24,9382.2M $0.92 %
Constellium SE 87,2652.1M $0.91 %
ATI Inc 14,7122.1M $0.91 %
Kirby Corp 16,1022.1M $0.91 %
Melrose Industries PLC 316,8192.1M $0.91 %
Freeport-McMoRan Inc 35,4652.1M $0.89 %
Churchill Downs Inc 22,3882M $0.86 %
StandardAero Inc 77,4212M $0.85 %
Vail Resorts Inc 15,2652M $0.83 %
Harmony Gold Mining Co Ltd 126,6931.9M $0.83 %
International Flavors & Fragrances Inc 25,2421.8M $0.78 %
Amazon.com Inc 8,6941.8M $0.77 %
DR Horton Inc 12,9561.8M $0.76 %
Franklin Resources Inc 68,8121.6M $0.69 %
NXP Semiconductors NV 7,6551.5M $0.64 %
Ardagh Metal Packaging SA 366,8101.5M $0.63 %
Healthcare Realty Trust Inc 86,4511.5M $0.62 %
Builders FirstSource Inc 17,7601.5M $0.62 %
Penn Entertainment Inc 87,0671.3M $0.56 %
Rocket Cos Inc 85,8211.2M $0.52 %
JPMorgan Chase & Co 4,1321.2M $0.52 %
Crown Castle Inc 13,5611.1M $0.47 %
Primo Brands Corp 53,6081M $0.43 %
Cameco Corp 9,117990.2K $0.42 %
RH INC 6,904965.3K $0.41 %
Wynn Resorts Ltd 9,437958.3K $0.41 %
Under Armour Inc 162,022957.6K $0.41 %
Eckert & Ziegler SE 50,828874.1K $0.37 %
Toll Brothers Inc 5,951812.1K $0.35 %
GLOBALFOUNDRIES Inc 18,258812.1K $0.35 %
Golar LNG Ltd 14,932808K $0.34 %
Zions Bancorp NA 14,019807.8K $0.34 %
Kinder Morgan, Inc. 23,090774.2K $0.33 %
Frontier Group Holdings Inc 206,194727.9K $0.31 %
Avantor Inc 83,481654.5K $0.28 %
Pebblebrook Hotel Trust 45,849579.1K $0.25 %
MTU Aero Engines AG 1,429522.3K $0.22 %
Lululemon Athletica Inc 3,345512.1K $0.22 %
Versant Media Group Inc 13,825511.8K $0.22 %
Moelis & Co 8,963510.9K $0.22 %
Wolfspeed Inc 30,293494.4K $0.21 %
Verizon Communications Inc 9,759489.9K $0.21 %
Elastic NV 9,498474.8K $0.20 %
Huntington Ingalls Industries, Inc. 1,214461.2K $0.20 %
Sprott Physical Uranium Trust 16,246328.2K $0.14 %
SentinelOne Inc 25,079323K $0.14 %
Raymond James Financial Inc 1,985287.4K $0.12 %
Allegro MicroSystems Inc 9,070286K $0.12 %
Analog Devices Inc 879279.6K $0.12 %
SBA Communications Corp 1,490256.4K $0.11 %
American Tower Corp 1,470253.7K $0.11 %
BOBS DISCOUNT FURNITURE INC 17,515205.8K $0.09 %
Commercial Metals Co 3,227198.2K $0.08 %
AdaptHealth Corp 10,350123.2K $0.05 %
Lumen Technologies Inc 7,85354.6K $0.02 %
iHeartMedia Inc 17,27250.4K $0.02 %
Service Properties Trust 24,79233.6K $0.01 %
AVAYA HLDGS CORP 1,95027.8K $0.01 %
Petco Health & Wellness Co Inc 7,32920.4K $0.01 %
Nucor Corp 325.4K $0.00 %