Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $132B
1-Year Est. Return 29.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.2B
AUM Growth
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$151M
3
+$143M
4
AMGN icon
Amgen
AMGN
+$141M
5
CX icon
Cemex
CX
+$121M

Top Sells

1
+$325M
2
+$268M
3
+$220M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$185M
5
MSFT icon
Microsoft
MSFT
+$168M

Sector Composition

1 Financials 14.93%
2 Healthcare 13.96%
3 Technology 13.17%
4 Industrials 10.04%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3.25M 0.01%
94,622
-20,328
827
$3.23M 0.01%
195,500
+177,400
828
$3.17M 0.01%
939,100
+638,900
829
$3.13M 0.01%
82,000
-28,000
830
$3.12M 0.01%
47,591
+44,519
831
$3.11M 0.01%
50,843
-21,257
832
$3.09M 0.01%
33,600
+9,400
833
$3.07M 0.01%
66,008
-15,092
834
$3.07M 0.01%
391,363
-100,330
835
$3.07M 0.01%
56,151
-795
836
$3.04M 0.01%
+40,680
837
$3.01M 0.01%
503,365
-452,076
838
$2.99M 0.01%
+240,696
839
$2.99M 0.01%
52,890
-142,663
840
$2.98M 0.01%
180,000
-86,095
841
$2.91M 0.01%
330,435
+151,520
842
$2.91M 0.01%
731,200
-413,600
843
$2.9M 0.01%
66,938
-123,763
844
$2.9M 0.01%
+145,700
845
$2.9M 0.01%
+52,212
846
$2.89M 0.01%
731,100
-353,300
847
$2.85M 0.01%
102,954
+6,474
848
$2.85M 0.01%
+14,100
849
$2.83M 0.01%
133,600
-638,093
850
$2.82M 0.01%
+84,170
32 33
34
35 36