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
876
$2.54M 0.01%
+109,400
877
$2.54M 0.01%
15,800
+11,900
878
$2.51M 0.01%
114,074
-129,226
879
$2.5M 0.01%
118,381
-271,856
880
$2.49M 0.01%
142,900
+34,200
881
$2.47M 0.01%
136,395
+25,126
882
$2.43M 0.01%
+23,400
883
$2.42M 0.01%
343,330
+870
884
$2.41M 0.01%
111,600
-72,500
885
$2.41M 0.01%
+59,632
886
$2.39M 0.01%
+9,730
887
$2.39M 0.01%
77,076
-100,584
888
$2.39M 0.01%
+181,795
889
$2.37M 0.01%
36,160
890
$2.37M 0.01%
199,657
+56,295
891
$2.35M 0.01%
38,991
892
$2.32M 0.01%
43,980
+15,220
893
$2.31M 0.01%
+105,969
894
$2.3M 0.01%
193,300
+108,300
895
$2.3M 0.01%
96,177
-18,400
896
$2.28M 0.01%
59,100
+52,500
897
$2.27M 0.01%
423,800
-67,045
898
$2.27M 0.01%
+289,500
899
$2.25M 0.01%
25,225
+23,014
900
$2.21M 0.01%
261,463
-866,739
34 35
36
37 38