ETF overview
SEIM actively manages a portfolio of equity and equity-related securities, issued by large-cap companies in the US that display a relatively strong recent performance or momentum. The fund provides an efficient way to focus on momentum investing, a trend-following investment strategy, wherein it acquires stocks or other securities having recent high returns and improvements in their price, earnings or other relevant fundamentals. The selection process involves 1) a quantitative model and rules-based screening process, which evaluates potential constituents based on several factors such as historical share price performance, earnings and profitability trends, unanticipated financial results, and changes to analyst outlooks, and 2) an optimization process to ensure high primary exposure to superior momentum stocks. SEIM launched as a part of SEIs first equity ETF offering, the Factor ETF suite.
Fund facts
- Expense ratio
- 0.15%
- Fund assets
- 1.61B USD (all share classes)
- Issuer
- SEI
- Inception date
- May 18, 2022
- Number of holdings
- 78
Breakdown
Holdings (78)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA CORP | NVDA | 6.31% |
| ALPHABET INC-CL A | GOOGL | 6.14% |
| APPLE INC | AAPL | 3.70% |
| VISA INC-CLASS A SHARES | V | 3.58% |
| MICROSOFT CORP | MSFT | 3.06% |
| JOHNSON & JOHNSON | JNJ | 2.68% |
| BANK OF NEW YORK MELLON CORP | BNY | 2.63% |
| DELL TECHNOLOGIES -C | DELL | 2.57% |
| LAM RESEARCH CORP | LRCX | 2.53% |
| MICRON TECHNOLOGY INC | MU | 2.43% |
| and 65 more | ||
Similar ETFs
- Pathfinder Disciplined US Equity ETFPFDE · Overlap 41% · Expense ratio 0.59%
- First Trust Active Factor Large Cap Growth ETFAFGR · Overlap 41% · Expense ratio 0.65%
- Franklin U.S. Large Cap Multifactor Index ETFFLQL · Overlap 39% · Expense ratio 0.15%
- iShares MSCI USA Quality GARP ETFGARP · Overlap 38% · Expense ratio 0.15%
- Convergence Long/Short Equity ETFCLSE · Overlap 38% · Expense ratio 1.52%
- Zacks Trust - Zacks Focus Growth ETFGROZ · Overlap 38% · Expense ratio 1.14%
- RJ ClariVest Capital Appreciation ETFRJCA · Overlap 37% · Expense ratio 0.61%
- Northern Trust US Quality Large Cap ETFQLC · Overlap 37% · Expense ratio 0.26%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.

SEI QiM U.S. Large Cap Momentum Active ETF (SEIM)
- Expense ratio
- 0.15%
- Fund assets
- 1.61B USD (all share classes)
- Issuer
- SEI
- Inception date
- May 18, 2022
- Number of holdings
- 78
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA CORP | NVDA | 6.31% |
| ALPHABET INC-CL A | GOOGL | 6.14% |
| APPLE INC | AAPL | 3.70% |
| VISA INC-CLASS A SHARES | V | 3.58% |
| MICROSOFT CORP | MSFT | 3.06% |
| JOHNSON & JOHNSON | JNJ | 2.68% |
| BANK OF NEW YORK MELLON CORP | BNY | 2.63% |
| DELL TECHNOLOGIES -C | DELL | 2.57% |
| LAM RESEARCH CORP | LRCX | 2.53% |
| MICRON TECHNOLOGY INC | MU | 2.43% |
| and 65 more | ||
SEIM actively manages a portfolio of equity and equity-related securities, issued by large-cap companies in the US that display a relatively strong recent performance or momentum. The fund provides an efficient way to focus on momentum investing, a trend-following investment strategy, wherein it acquires stocks or other securities having recent high returns and improvements in their price, earnings or other relevant fundamentals. The selection process involves 1) a quantitative model and rules-based screening process, which evaluates potential constituents based on several factors such as historical share price performance, earnings and profitability trends, unanticipated financial results, and changes to analyst outlooks, and 2) an optimization process to ensure high primary exposure to superior momentum stocks. SEIM launched as a part of SEIs first equity ETF offering, the Factor ETF suite.
- Pathfinder Disciplined US Equity ETFPFDE · Overlap 41% · Expense ratio 0.59%
- First Trust Active Factor Large Cap Growth ETFAFGR · Overlap 41% · Expense ratio 0.65%
- Franklin U.S. Large Cap Multifactor Index ETFFLQL · Overlap 39% · Expense ratio 0.15%
- iShares MSCI USA Quality GARP ETFGARP · Overlap 38% · Expense ratio 0.15%
- Convergence Long/Short Equity ETFCLSE · Overlap 38% · Expense ratio 1.52%
- Zacks Trust - Zacks Focus Growth ETFGROZ · Overlap 38% · Expense ratio 1.14%
- RJ ClariVest Capital Appreciation ETFRJCA · Overlap 37% · Expense ratio 0.61%
- Northern Trust US Quality Large Cap ETFQLC · Overlap 37% · Expense ratio 0.26%
Overlap is the share of assets the two funds hold in common.
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