Schroder Investment Management Group Portfolio holdings
AUM
$99.1B
This Quarter Return
-0.21%
1 Year Return
+14.09%
3 Year Return
+58.4%
5 Year Return
+212.85%
10 Year Return
+375.42%
AUM
$50.9B
AUM Growth
+$50.9B
(-0.52%)
Cap. Flow
+$199M
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
12.81%
Holding
1,327
New
104
Increased
434
Reduced
513
Closed
132
Top Buys
| 1 |
Quest Diagnostics
DGX
|
$126M |
| 2 |
Cisco
CSCO
|
$114M |
| 3 |
Truist Financial
TFC
|
$111M |
| 4 |
UnitedHealth
UNH
|
$110M |
| 5 |
LyondellBasell Industries
LYB
|
$105M |
Top Sells
| 1 |
AbbVie
ABBV
|
$267M |
| 2 |
Procter & Gamble
PG
|
$101M |
| 3 |
Labcorp
LH
|
$95.1M |
| 4 |
Baxter International
BAX
|
$93.9M |
| 5 |
Kimberly-Clark
KMB
|
$92.5M |
Sector Composition
| 1 | Financials | 17.55% |
| 2 | Technology | 17.3% |
| 3 | Healthcare | 14.81% |
| 4 | Industrials | 10.27% |
| 5 | Consumer Discretionary | 9.48% |
