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
851
$2.81M 0.01%
+225,108
852
$2.8M 0.01%
58,320
-49,395
853
$2.78M 0.01%
+100,029
854
$2.76M 0.01%
783
855
$2.75M 0.01%
47,255
+36,953
856
$2.75M 0.01%
35,781
-312,312
857
$2.75M 0.01%
+288,700
858
$2.72M 0.01%
33,500
-55,500
859
$2.72M 0.01%
1,086,640
+277,373
860
$2.7M 0.01%
26,200
+18,300
861
$2.7M 0.01%
5,230
-26,400
862
$2.7M 0.01%
21,016
-8,500
863
$2.69M 0.01%
260,500
+157,300
864
$2.69M 0.01%
64,967
+21,785
865
$2.67M 0.01%
182,200
+20,800
866
$2.66M 0.01%
+35,949
867
$2.66M 0.01%
7,992
+952
868
$2.63M 0.01%
67,500
+56,200
869
$2.61M 0.01%
+46,200
870
$2.6M 0.01%
70,100
+63,700
871
$2.6M 0.01%
97,100
+88,200
872
$2.59M 0.01%
56,373
-31,327
873
$2.58M 0.01%
67,600
+26,900
874
$2.55M 0.01%
1,385
+454
875
$2.54M 0.01%
183,983
-57,417
33 34
35
36 37