Funds holding SIMT TAX-MGD LRG CAP-Y
4 funds declare a position · 0 ETFs and 4 other funds · 134.3M $ · US78413L8375
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | SAAT MARKET GROWTH STRATEGY ALLOCATION FUND SEI ASSET ALLOCATION TRUST | 1,813,279 | 72M $ | 56.15 % | as of Mar 31, 2026 · Original filing |
| 2 | SAAT TAX-MANAGED AGGRESSIVE STRATEGY FUND SEI ASSET ALLOCATION TRUST | 1,205,872 | 47.9M $ | 55.94 % | as of Mar 31, 2026 · Original filing |
| 3 | SAAT Core Market Strategy Allocation Fund SEI ASSET ALLOCATION TRUST | 264,884 | 10.5M $ | 56.17 % | as of Mar 31, 2026 · Original filing |
| 4 | SAAT MODERATE STRATEGY ALLOCATION FUND SEI ASSET ALLOCATION TRUST | 99,178 | 3.9M $ | 10.44 % | as of Mar 31, 2026 · Original filing |