Sei Investments Co.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Sei Investments Co. reported 2,669 stock positions worth $77.0 billion. Its top holding was Microsoft (MSFT) at 3.2% of the portfolio, followed by Nvidia (NVDA, 2.3%) and Apple (AAPL, 2.2%). Compared with Q2 2024, it opened 172 new positions, sold out of 151, added to 1,306 and reduced 1,036. The biggest buy was a new position in Vanguard Short-Term Bond ETF (BSV) and the biggest sale Vanguard Total Bond Market (BND, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- OAKS, PA
- CIK
- 0000350894
- Portfolio Value
- $77.0B (Q3 2024)
- SEC Filing
- 0001041062-24-000165 ↗ filed Nov 12, 2024
Holdings Value
Holdings 2,669 stocks · $77.0B
| MSFT Microsoft Corp. | 3.21% | 5,741,840 | $2.5B | Add +1.7% |
| NVDA Nvidia Corp. | 2.31% | 14,662,150 | $1.8B | Add +0.5% |
| AAPL Apple Inc. | 2.17% | 7,159,429 | $1.7B | Add +13.2% |
| AMZN Amazon.com Inc. | 2.05% | 8,454,004 | $1.6B | Add +5.6% |
| VEA Vanguard Ftse Developed ETF | 1.84% | 26,806,498 | $1.4B | Reduce -0.6% |
| SCHG Schwab US Large-Cap Growth | 1.29% | 9,556,995 | $995.6M | Add +5.0% |
| SCHV Schwab US Large-Cap Value | 1.27% | 12,134,463 | $975.2M | Add +5.5% |
| META Meta Platforms Inc. Class A | 1.17% | 1,575,483 | $901.9M | Add +9.6% |
| SCHX Schwab US Large-Cap ETF | 1.09% | 12,352,063 | $838.1M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 1.02% | 4,719,948 | $782.8M | Reduce -11.2% |
| BND Vanguard Total Bond Market | 0.87% | 8,952,711 | $672.4M | Reduce -29.4% |
| IDEV iShares Core MSCI Dev MKTS | 0.85% | 9,240,764 | $654.5M | Add +21.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.78% | 1,564,007 | $600.5M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.76% | 3,345,564 | $584.0M | Add +2.4% |
| VWO Vanguard Ftse Emerging Marke | 0.73% | 11,764,126 | $562.9M | Reduce -1.1% |
| MUB iShares National Muni Bond E | 0.68% | 4,830,722 | $524.8M | Add +14.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.67% | 2,971,238 | $516.0M | Reduce -2.4% |
| AVGO Broadcom Inc. | 0.67% | 2,982,307 | $514.5M | Add +11.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.65% | 9,789,934 | $500.5M | Reduce -4.4% |
| NFLX Netflix Inc. | 0.63% | 688,212 | $488.1M | Add +2.1% |
| LLY Eli Lilly & Co. | 0.63% | 547,948 | $485.5M | Add +12.0% |
| IEMG iShares Core MSCI Emerging | 0.63% | 8,408,733 | $482.7M | Add +51.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.60% | 9,250,410 | $465.1M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 0.58% | 2,676,346 | $447.5M | Reduce -13.7% |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 0.57% | 12,243,523 | $442.2M | Reduce -1.7% |
| SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS | 0.55% | 12,949,636 | $426.7M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.54% | 839,964 | $414.8M | Add +18.2% |
| VTIP Vanguard Short-Term Tips | 0.53% | 8,282,808 | $408.4M | Add +2.3% |
| ORCL Oracle Corp. | 0.49% | 2,231,118 | $380.2M | Add +72.2% |
| SCHO Schwab Short-Term US Treas | 0.49% | 7,753,566 | $379.8M | Add +2.0% |
| AMD Advanced Micro Devices | 0.49% | 2,312,408 | $379.4M | Add +24.7% |
| SCHA Schwab US Small-Cap ETF | 0.49% | 7,320,867 | $377.0M | Reduce -0.5% |
| V Visa Inc. Class A | 0.47% | 1,327,265 | $364.9M | Reduce -20.3% |
| SPHY SS SPDR P High Yield ETF | 0.47% | 14,997,833 | $360.7M | Add +2.7% |
| MELI MercadoLibre Inc. | 0.45% | 167,634 | $344.0M | Add +18.3% |
| INTU Intuit Inc. | 0.44% | 546,412 | $339.3M | Reduce -14.9% |
| BSX Boston Scientific Corp. | 0.44% | 4,016,475 | $336.6M | Reduce -14.7% |
| WELL Welltower Inc. | 0.44% | 2,616,750 | $335.0M | Reduce -4.8% |
| NOW ServiceNow Inc. | 0.43% | 371,017 | $331.8M | Reduce -1.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.41% | 4,055,062 | $316.5M | Reduce -3.0% |
| ACWV iShares MSCI Global Min Vol | 0.40% | 2,663,760 | $305.1M | Reduce -2.1% |
| PLD Prologis Inc. | 0.38% | 2,327,490 | $293.9M | Reduce -11.7% |
| DHR Danaher Corp. | 0.38% | 1,041,600 | $289.6M | Add +5.6% |
| ADBE Adobe Inc. | 0.38% | 559,004 | $289.4M | Reduce -10.7% |
| SCHP Schwab U.S. Tips ETF | 0.37% | 5,376,126 | $288.3M | Add +0.6% |
| SUB iShares Short-Term National | 0.36% | 2,643,788 | $280.7M | Add +5.0% |
| UNH Unitedhealth Group Inc. | 0.36% | 470,295 | $275.0M | Reduce -14.4% |
| SPOT Spotify Technology SA | 0.34% | 714,197 | $263.2M | Add +10.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.34% | 1,287,672 | $258.5M | Reduce -3.6% |
| BSV Vanguard Short-Term Bond ETF | 0.32% | 3,125,317 | $245.9M | New |
| SHOP Shopify Inc. Class A | 0.31% | 3,021,774 | $242.2M | Add +54.3% |
| EQIX Equinix Inc. | 0.31% | 272,039 | $241.5M | Add +4.4% |
| ISRG Intuitive Surgical Inc. | 0.31% | 489,591 | $240.5M | Reduce -7.2% |
| DLR Digital Realty Trust Inc. | 0.31% | 1,454,092 | $235.3M | Reduce -0.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.30% | 873,573 | $233.6M | Reduce -1.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.30% | 16,859,477 | $230.1M | Reduce -10.9% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.28% | 3,286,867 | $218.1M | Reduce -7.9% |
| TSLA Tesla Inc. | 0.28% | 831,918 | $217.6M | Add +104.7% |
| AMT American Tower Corp. | 0.28% | 932,649 | $216.9M | Reduce -4.5% |
| LIN Linde PLC | 0.28% | 445,660 | $212.5M | Reduce -6.5% |
| SEIQ Sei Qim US Large Cap Quality filed as SEI EXCHANGE TRADED FUNDS | 0.28% | 6,071,735 | $211.7M | Reduce -0.4% |
| ARGX Argenx SE - ADR | 0.27% | 380,695 | $206.4M | Reduce -0.2% |
| O Realty Income Corp. | 0.26% | 3,192,037 | $202.4M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.26% | 1,773,758 | $201.4M | Add +12.0% |
| CBRE CBRE Group Inc. Class A | 0.26% | 1,617,176 | $201.3M | Add +4.9% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 1,046,028 | $197.3M | Add +42.3% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.26% | 9,642,104 | $197.1M | Add +0.9% |
| EMLC Vaneck JPM Em Local Curr BND | 0.25% | 7,694,849 | $195.5M | Reduce -6.6% |
| SPGI S&P Global Inc. | 0.25% | 377,069 | $194.8M | Reduce -4.2% |
| ETN Eaton Corp. PLC | 0.25% | 577,026 | $191.2M | Add +24.1% |
| JNJ Johnson & Johnson | 0.24% | 1,142,230 | $185.1M | Add +1.4% |
| MBB iShares MBS ETF | 0.24% | 1,909,245 | $182.9M | Reduce -20.0% |
| SE Sea Ltd.-ADR | 0.24% | 1,936,361 | $182.6M | Add +67.7% |
| WDAY Workday Inc. Class A | 0.24% | 746,811 | $182.5M | Add +20.3% |
| MPWR Monolithic Power Systems Inc. | 0.24% | 197,116 | $182.2M | Reduce -6.3% |
| SPG Simon Property Group Inc. | 0.23% | 1,070,343 | $180.9M | Add +2.5% |
| UBER Uber Technologies Inc. | 0.23% | 2,339,953 | $175.9M | Reduce -9.6% |
| CMG Chipotle Mexican Grill Inc. | 0.23% | 3,048,874 | $175.7M | Reduce -20.9% |
| RGA Reinsurance Group of America | 0.23% | 804,903 | $175.4M | Reduce -2.5% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 283,073 | $175.1M | Add +2.9% |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 965,711 | $173.0M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.22% | 803,488 | $169.4M | Add +4.0% |
| PG The Procter & Gamble Co. | 0.22% | 973,977 | $168.7M | Add +14.3% |
| HYD Vaneck High Yield Muni ETF | 0.21% | 3,107,153 | $164.9M | Reduce -18.1% |
| QCOM Qualcomm Inc. | 0.21% | 967,467 | $164.5M | Add +20.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.21% | 194,201 | $161.8M | Reduce -6.8% |
| KKR KKR & Co. Inc. | 0.21% | 1,231,118 | $160.8M | Add +11.7% |
| TDY Teledyne Technologies Inc. | 0.21% | 363,692 | $159.2M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 332,778 | $153.2M | Add +11.3% |
| ON On Semiconductor | 0.20% | 2,092,923 | $152.0M | Reduce -3.9% |
| ECL Ecolab Inc. | 0.20% | 590,309 | $150.7M | Add +6.3% |
| KO The Coca-Cola Co. | 0.20% | 2,096,698 | $150.7M | Add +19.6% |
| XOM Exxon Mobil Corp. | 0.20% | 1,280,714 | $150.1M | Reduce -1.2% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.19% | 5,703,577 | $149.8M | Reduce -19.3% |
| XYL Xylem Inc. | 0.19% | 1,095,124 | $147.9M | Add +4.8% |
| CCI Crown Castle Inc. | 0.19% | 1,241,762 | $147.3M | Add +12.9% |
| ANET Arista Networks Inc. | 0.19% | 383,592 | $147.2M | Reduce -6.6% |
| WST West Pharmaceutical Services | 0.19% | 489,892 | $147.0M | Add +22.2% |
| PH Parker Hannifin Corp. | 0.19% | 232,112 | $146.7M | Reduce -21.0% |
| ANSS Ansys Inc. | 0.19% | 455,697 | $145.2M | Add +7.5% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $5.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 1,155 | $1.5M | Reduce -1.6% |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 28,119 | $1.3M | Reduce -47.7% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 910 | $1.2M | Reduce -0.8% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 33,515 | $996K | No change |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 5,150 | $350K | No change |
| IRS.WS Irsa Inversiones Y Rep -CW26 | *W EXP 05/12/202 | 88,610 | $77K | No change |
Total filed on the 13F, all lines: $77.0B.
Portfolio Sells Q2 2024 → Q3 2024
| BND Vanguard Total Bond Market | Reduce -29.4% | 0.87% | −0.42 |
| GOOGL Alphabet Inc. Class A | Reduce -11.2% | 1.02% | −0.35 |
| GOOG Alphabet Inc. Class C | Reduce -13.7% | 0.58% | −0.23 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.22 |
| EW Edwards Lifesciences Corp. | Reduce -84.6% | 0.02% | −0.18 |
| INTU Intuit Inc. | Reduce -14.9% | 0.44% | −0.16 |
| V Visa Inc. Class A | Reduce -20.3% | 0.47% | −0.15 |
| DXCM Dexcom Inc. | Reduce -58.1% | 0.04% | −0.13 |
| TEAM Atlassian Corp. Class A | Reduce -43.2% | 0.11% | −0.13 |
| ADBE Adobe Inc. | Reduce -10.7% | 0.38% | −0.12 |
| CMG Chipotle Mexican Grill Inc. | Reduce -20.9% | 0.23% | −0.11 |
| CRM Salesforce Inc. | Reduce -36.2% | 0.16% | −0.10 |
| IDXX Idexx Laboratories Inc. | Reduce -66.4% | 0.04% | −0.09 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -6.8% | 0.21% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -32.3% | 0.17% | −0.09 |
| ABT Abbott Laboratories | Reduce -40.1% | 0.13% | −0.08 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.4% | 0.67% | −0.08 |
| SPR Spirit Aerosystems Hold Class A | Reduce -99.5% | 0.00% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.4% | 0.65% | −0.08 |
| BSX Boston Scientific Corp. | Reduce -14.7% | 0.44% | −0.08 |
| MBB iShares MBS ETF | Reduce -20.0% | 0.24% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -24.4% | 0.18% | −0.07 |
| AME Ametek Inc. | Reduce -65.1% | 0.03% | −0.07 |
| HYD Vaneck High Yield Muni ETF | Reduce -18.1% | 0.21% | −0.06 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -19.3% | 0.19% | −0.06 |
| USIG iShares Broad Usd Investment | Reduce -26.2% | 0.15% | −0.06 |
| ADSK Autodesk Inc. | Reduce -55.7% | 0.05% | −0.06 |
| INVH Invitation Homes Inc. | Reduce -20.2% | 0.15% | −0.06 |
| ARM Arm Holdings PLC-ADR | Reduce -26.8% | 0.08% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -31.5% | 0.05% | −0.05 |
| PDD PDD Holdings Inc. | Reduce -52.7% | 0.04% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.4% | 1.09% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.3% | 0.78% | −0.05 |
| MU Micron Technology Inc. | Reduce -28.1% | 0.06% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.6% | 1.84% | −0.05 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -10.9% | 0.30% | −0.05 |
| CDNS Cadence Design SYS Inc. | Reduce -11.7% | 0.11% | −0.05 |
| CRH CRH PLC | Reduce -71.6% | 0.02% | −0.05 |
| INTC Intel Corp. | Reduce -33.4% | 0.04% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -7.9% | 0.10% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -11.6% | 0.10% | −0.04 |
| MCK McKesson Corp. | Reduce -6.2% | 0.11% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -14.4% | 0.36% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -21.9% | 0.14% | −0.04 |
| ABNB Airbnb Inc. Class A | Reduce -1.0% | 0.12% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -9.6% | 0.23% | −0.04 |
| PLD Prologis Inc. | Reduce -11.7% | 0.38% | −0.04 |
| DOC Healthpeak Properties Inc. | Reduce -43.7% | 0.05% | −0.04 |
| CBRL Cracker Barrel Old Country | Sold out | 0.00% | −0.04 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -7.9% | 0.28% | −0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| BSV Vanguard Short-Term Bond ETF | New | 0.32% | +0.32 |
| AAPL Apple Inc. | Add +13.2% | 2.17% | +0.28 |
| ORCL Oracle Corp. | Add +72.2% | 0.49% | +0.23 |
| IEMG iShares Core MSCI Emerging | Add +51.0% | 0.63% | +0.20 |
| MTBA Simplify MBS ETF | New | 0.19% | +0.19 |
| CLIP Global X 1-3 Month T-Bill | New | 0.17% | +0.17 |
| TSLA Tesla Inc. | Add +104.7% | 0.28% | +0.17 |
| META Meta Platforms Inc. Class A | Add +9.6% | 1.17% | +0.14 |
| IDEV iShares Core MSCI Dev MKTS | Add +21.3% | 0.85% | +0.14 |
| SHOP Shopify Inc. Class A | Add +54.3% | 0.31% | +0.13 |
| SE Sea Ltd.-ADR | Add +67.7% | 0.24% | +0.12 |
| MELI MercadoLibre Inc. | Add +18.3% | 0.45% | +0.12 |
| WEX Wex Inc. | Add +753.2% | 0.12% | +0.11 |
| SYK Stryker Corp. | Add +136.4% | 0.19% | +0.11 |
| MIDD Middleby Corp. | Add +726.6% | 0.11% | +0.10 |
| SBUX Starbucks Corp. | Add +338.8% | 0.12% | +0.10 |
| MA Mastercard Inc. Class A | Add +18.2% | 0.54% | +0.09 |
| GE General Electric | Add +42.3% | 0.26% | +0.09 |
| VMC Vulcan Materials Co. | Add +246.7% | 0.11% | +0.07 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +507.3% | 0.09% | +0.07 |
| TXN Texas Instruments Inc. | Add +70.0% | 0.18% | +0.07 |
| CBRE CBRE Group Inc. Class A | Add +4.9% | 0.26% | +0.07 |
| AMD Advanced Micro Devices | Add +24.7% | 0.49% | +0.07 |
| VZ Verizon Communications Inc. | Add +57.0% | 0.18% | +0.06 |
| AIG American International Group | Add +100.7% | 0.14% | +0.06 |
| SCHV Schwab US Large-Cap Value | Add +5.5% | 1.27% | +0.06 |
| AVGO Broadcom Inc. | Add +11.0% | 0.67% | +0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.06% | +0.06 |
| SPOT Spotify Technology SA | Add +10.5% | 0.34% | +0.05 |
| PSA Public Storage | Add +23.3% | 0.16% | +0.05 |
| WY Weyerhaeuser Co. | Add +63.7% | 0.11% | +0.05 |
| MUB iShares National Muni Bond E | Add +14.7% | 0.68% | +0.05 |
| VTR Ventas Inc. | Add +47.3% | 0.11% | +0.05 |
| KKR KKR & Co. Inc. | Add +11.7% | 0.21% | +0.04 |
| ETN Eaton Corp. PLC | Add +24.1% | 0.25% | +0.04 |
| WDAY Workday Inc. Class A | Add +20.3% | 0.24% | +0.04 |
| OHI Omega Healthcare Investors | Add +246.2% | 0.05% | +0.04 |
| LEN Lennar Corp. Class A | Add +17.0% | 0.16% | +0.04 |
| CCI Crown Castle Inc. | Add +12.9% | 0.19% | +0.04 |
| ELS Equity Lifestyle Properties | Add +51.4% | 0.11% | +0.04 |
| AMP Ameriprise Financial Inc. | Add +34.4% | 0.14% | +0.04 |
| KO The Coca-Cola Co. | Add +19.6% | 0.20% | +0.04 |
| THC Tenet Healthcare Corp. | Add +251.8% | 0.05% | +0.04 |
| NUGO Nuveen Growth Opportunities | New | 0.04% | +0.04 |
| NRG NRG Energy Inc. | Add +88.1% | 0.07% | +0.04 |
| MSI Motorola Solutions Inc. | Add +82.2% | 0.07% | +0.04 |
| PGR Progressive Corp. | Add +11.9% | 0.17% | +0.03 |
| EQIX Equinix Inc. | Add +4.4% | 0.31% | +0.03 |
| XEL Xcel Energy Inc. | Add +32.4% | 0.10% | +0.03 |
| HCA HCA Healthcare Inc. | Add +66.6% | 0.07% | +0.03 |
Notes & Other Activity Q2 2024 → Q3 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -1.6% | 1,155 | $1.5M |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Reduce -47.7% | 28,119 | $1.3M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -0.8% | 910 | $1.2M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3,258 | $113.3B | NVDA, AAPL, MSFT, AMZN, GOOG |
| Q1 2026 | 3,212 | $108.4B | NVDA, AAPL, MSFT, AMZN, GOOG |
| Q4 2025 | 3,105 | $101.3B | NVDA, MSFT, AAPL, AMZN, VEA |
| Q3 2025 | 2,804 | $93.0B | NVDA, MSFT, AAPL, AMZN, VEA |
| Q2 2025 | 2,772 | $86.3B | MSFT, NVDA, AMZN, AAPL, VEA |
| Q1 2025Amended | 2,747 | $77.7B | MSFT, NVDA, AAPL, AMZN, VEA |
| Q4 2024 | 2,712 | $77.9B | MSFT, NVDA, AAPL, AMZN, VEA |
| Q3 2024 | 2,669 | $77.0B | MSFT, NVDA, AAPL, AMZN, VEA |
| Q2 2024 | 2,647 | $70.6B | MSFT, NVDA, AMZN, VEA, AAPL |
| Q1 2024 | 2,610 | $68.2B | MSFT, AMZN, VEA, NVDA, AAPL |