Titelia

Holdings of SEI Enhanced U.S. Large Cap Momentum Factor ETF

SEI EXCHANGE TRADED FUNDS · Original filing · Compare with another fund · Report an error

Net assets
1.2B $ including 1.2B $ in equities, 99.2 %
Positions
70 in 3 countries
Top ten
35.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 281,72081M $6.95 %
2NVIDIA Corp 448,67478.2M $6.71 %
3Microsoft Corp 102,50537.9M $3.26 %
4Apple Inc 143,99636.5M $3.14 %
5Johnson & Johnson 140,41034.3M $2.94 %
6Entergy Corp 284,63432M $2.74 %
7Ciena Corp 80,20831.1M $2.67 %
8Tapestry Inc 208,97629.5M $2.53 %
9Bank of New York Mellon Corp/The 245,49629.1M $2.50 %
10Newmont Corp 264,11628.6M $2.45 %
11Lam Research Corp 128,01427.4M $2.35 %
12Corning Inc 196,47526.7M $2.29 %
13Jabil Inc 98,51626.2M $2.24 %
14Ross Stores Inc 119,99226M $2.23 %
15Cencora Inc 82,52325.9M $2.22 %
16Parker-Hannifin Corp 28,38125.4M $2.18 %
17Cardinal Health, Inc. 120,10725.4M $2.18 %
18Goldman Sachs Group Inc/The 29,42424.9M $2.14 %
19Northern Trust Corp 170,71023.8M $2.04 %
20eBay Inc 260,39223.7M $2.03 %
21International Business Machines Corp. 94,10622.8M $1.96 %
22Applied Materials Inc 66,56822.8M $1.95 %
23Hershey Co/The 108,80722.6M $1.94 %
24Caterpillar Inc 31,19222.1M $1.90 %
25Ulta Beauty Inc 40,63621.2M $1.82 %
26Woodward Inc 57,53620.6M $1.77 %
27Expedia Group Inc 85,55319.8M $1.69 %
28Amphenol Corp 148,42118.8M $1.61 %
29Keurig Dr Pepper Inc 706,98418.6M $1.60 %
30Sandisk Corp/DE 29,17018.5M $1.59 %
31Booking Holdings Inc 4,38718.5M $1.58 %
32nVent Electric PLC 149,94817.7M $1.52 %
33Veeva Systems Inc 83,67414.7M $1.26 %
34Huntington Ingalls Industries, Inc. 37,38514.2M $1.22 %
35Howmet Aerospace Inc 58,83113.6M $1.16 %
36Insulet Corp 62,61013.1M $1.13 %
37Palantir Technologies Inc 88,34512.9M $1.11 %
38Ralph Lauren Corp 36,86512.7M $1.09 %
39Micron Technology Inc 37,10112.5M $1.08 %
40Curtiss-Wright Corp 17,86312.2M $1.04 %
41Five Below Inc 51,77711.8M $1.01 %
42Stryker Corp 34,17311.2M $0.96 %
43Walmart Inc 87,52510.9M $0.93 %
44AppLovin Corp 25,65410.2M $0.88 %
45Invesco Ltd 340,0238.3M $0.71 %
46Broadcom Inc 21,0386.5M $0.56 %
47Fox Corp 111,1516.5M $0.56 %
48Fox Corp 121,8636.5M $0.56 %
49Interactive Brokers Group Inc 92,9046.2M $0.53 %
50CME Group Inc 17,9235.3M $0.45 %
51Amazon.com Inc 24,3795.1M $0.44 %
52Arista Networks Inc 39,6884.9M $0.42 %
53Omnicom Group Inc 64,3604.8M $0.42 %
54Cummins Inc 8,7404.7M $0.40 %
55Snowflake Inc 28,8554.4M $0.37 %
56AbbVie Inc 19,5434.3M $0.36 %
57Nasdaq Inc 45,7673.9M $0.33 %
58Amer Sports Inc 98,6953.2M $0.28 %
59Vertiv Holdings Co 8,7542.2M $0.19 %
60Astera Labs Inc 19,1192.1M $0.18 %
61Lumentum Holdings Inc 2,9732.1M $0.18 %
62Samsara Inc 65,3562.1M $0.18 %
63Garmin Ltd 8,2961.9M $0.17 %
64IDEXX Laboratories Inc 2,5731.4M $0.12 %
65MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 5,9851.3M $0.11 %
66Reddit Inc 9,8241.3M $0.11 %
67Boston Scientific Corp 17110.7K $0.00 %
68Dillard's Inc 95.1K $0.00 %
69ROBLOX Corp 271.5K $0.00 %
70SoFi Technologies Inc 42667 $0.00 %

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Sector breakdown

  • Technology 34.6 %
  • Consumer discretionary 12.4 %
  • Health care 8.9 %
  • Industrials 8.7 %
  • Communication 8.5 %
  • Financials 8.1 %
  • Consumer staples 4.5 %
  • Utilities 2.8 %
  • Materials 2.5 %
  • Unattributed 9.0 %

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

  • United States 98.2 %
  • Ireland 1.5 %
  • Cayman Islands 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States681.1B $98.19 %
2Ireland117.7M $1.53 %
3Cayman Islands13.2M $0.28 %
Cite this page

Titelia. "Holdings of SEI Enhanced U.S. Large Cap Momentum Factor ETF". https://titelia.com/en/funds/S000075037