SSI INVESTMENT MANAGEMENT LLC - Portfolio overview

SSI INVESTMENT MANAGEMENT LLC has 100 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES TR, 17.68%
  2. LQD - ISHARES TR, 5.48%
  3. WFCPRL - WELLS FARGO & CO, 5.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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