SU

SIMT U.S. Managed Volatility Fund | SVOAX

Mutual Fund
SIMT U.S. Managed Volatility Fund
Last update 2024-08-29 393 Stocks (85 new)
Value $621.00 Mil Turnover 20 %
Countries:
Top Holdings: DOX(2.04%)VZ(1.97%)GILD(1.80%)T(1.70%)MCK(1.67%)
Portfolio Report
Summary Stock Picks Current Portfolio
SIMT U.S. Managed Volatility F... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DOX 		Amdocs Ltd
160,341
12654.110
+21.27%
2.040
+0.36%
0.140
+9.09%
+3.35%
10270.651
Software
VZ 		Verizon Communications Inc
297,114
12252.980
-15.84%
1.970
-0.35%
0.010
+5.15%
+16.58%
173689.178
Telecommunication Services
GILD 		Gilead Sciences Inc
163,378
11209.360
+4.58%
1.800
+0.08%
0.010
+21.69%
+14.95%
112323.187
Drug Manufacturers
T 		AT&T Inc
551,115
10531.810
-5.05%
1.700
-0.08%
0.010
+18.15%
+39.59%
158215.126
Telecommunication Services
MCK 		McKesson Corp
17,761
10373.130
+26.86%
1.670
+0.35%
0.010
-14.18%
+13.88%
68116.612
Medical Distribution
IBM 		International Business Machines Corp
59,735
10331.170
-8.66%
1.660
-0.16%
0.010
+14.08%
+30.31%
191928.599
Software
CMCSA 		Comcast Corp
262,346
10273.470
+11.61%
1.650
+0.17%
0.010
+9.44%
-0.02%
162857.543
Telecommunication Services
CSCO 		Cisco Systems Inc
205,757
9775.520
-6.30%
1.570
-0.10%
0.010
+26.48%
+14.78%
223854.765
Hardware
AFL 		Aflac Inc
101,794
9091.220
-8.70%
1.460
-0.13%
0.020
+9.16%
+30.12%
58641.581
Insurance
LMT 		Lockheed Martin Corp
18,632
8703.010
-8.97%
1.400
-0.13%
0.010
+0.85%
+23.07%
128505.534
Aerospace & Defense

SIMT U.S. Managed Volatility Fund's Historical Top Holdings Breakdowns

SIMT U.S. Managed Volatility Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMGN 		Amgen Inc2024-06-30Reduce
-0.94%
●
262.75 ($293.78) 319.31
$319.29
8.68%
Reduce -79.96%
5,460
-21,779
CVS 		CVS Health Corp2024-06-30Reduce
-0.85%
●
53.63 ($62.55) 79.56
$55.34
-11.53%
Reduce -51.18%
67,200
-70,437
GPC 		Genuine Parts Co2024-06-30New Buy
+0.57%
●
136.7 ($149.21) 163.38
$116.60
-21.86%
New holding
25,453
25,453
BSX 		Boston Scientific Corp2024-06-30New Buy
+0.56%
●
67.33 ($73.2) 77.71
$85.54
16.86%
New holding
45,527
45,527
COST 		Costco Wholesale Corp2024-06-30Reduce
-0.55%
●
704.88 ($780.33) 870.75
$890.17
14.08%
Reduce -91.5%
461
-4,963
TRV 		The Travelers Companies Inc2024-06-30Reduce
-0.46%
●
203.34 ($214.95) 230.89
$244.84
13.91%
Reduce -71.06%
5,400
-13,261
KR 		The Kroger Co2024-06-30Reduce
-0.46%
●
49.37 ($53.84) 57.82
$57.39
6.59%
Reduce -30%
122,920
-52,680
TT 		Trane Technologies PLC2024-06-30New Buy
+0.45%
●
288.27 ($318.03) 345.38
$390.29
22.72%
New holding
8,553
8,553
GDDY 		GoDaddy Inc2024-06-30Add
+0.45%
●
120.12 ($131.95) 142.04
$167.63
27.04%
Add 288.22%
26,535
19,700
HIG 		The Hartford Financial Services Group Inc2024-06-30Reduce
-0.45%
●
95.3 ($100.37) 104.42
$111.63
11.22%
Reduce -28.58%
71,709
-28,691

SIMT U.S. Managed Volatility Fund Total Holding History ($B)

To

SIMT U.S. Managed Volatility Fund's Asset Allocation

To

SIMT U.S. Managed Volatility Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SIMT U.S. Managed Volatility Fund's Hypothetical Growth since 2024-06-30

SIMT U.S. Managed Volatility Fund's Yearly Returns

Year Portfolio % % Excess Gain %

SIMT U.S. Managed Volatility Fund's Holdings Heat Map

Size field:

SIMT U.S. Managed Volatility Fund's Holdings Bubble Chart

SIMT U.S. Managed Volatility Fund News

  • 1

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