Schroder Investment Management Group Portfolio holdings
AUM
$118B
1-Year Return
26.33%
This Quarter Return
-7.62%
1 Year Return
+26.33%
3 Year Return
+110.68%
5 Year Return
+193.29%
10 Year Return
+454%
AUM
$47.3B
AUM Growth
-$3.6B
(-7.1%)
Cap. Flow
+$641M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
13.29%
Holding
1,280
New
85
Increased
447
Reduced
479
Closed
110
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$291M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$199M |
| 3 |
Coca-Cola
KO
|
$173M |
| 4 |
AT&T
T
|
$146M |
| 5 |
Procter & Gamble
PG
|
$128M |
Top Sells
| 1 |
Infosys
INFY
|
$244M |
| 2 |
Rogers Communications
RCI
|
$211M |
| 3 |
Cardinal Health
CAH
|
$175M |
| 4 |
Baxter International
BAX
|
$169M |
| 5 |
Verizon
VZ
|
$168M |
Sector Composition
| 1 | Technology | 18.31% |
| 2 | Financials | 16.73% |
| 3 | Healthcare | 13.35% |
| 4 | Industrials | 9.73% |
| 5 | Consumer Discretionary | 9.54% |
