Schroder Investment Management Group Portfolio holdings
AUM
$118B
1-Year Return
26.33%
This Quarter Return
+10.59%
1 Year Return
+26.33%
3 Year Return
+110.68%
5 Year Return
+193.29%
10 Year Return
+454%
AUM
$67.2B
AUM Growth
+$4.24B
(+6.7%)
Cap. Flow
-$963M
Cap. Flow
% of AUM
-1.43%
Top 10 Holdings %
Top 10 Hldgs %
21.4%
Holding
1,368
New
85
Increased
462
Reduced
560
Closed
101
Top Buys
| 1 |
Pinduoduo
PDD
|
$247M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$243M |
| 3 |
Liberty Media Series C
FWONK
|
$162M |
| 4 |
Tesla
TSLA
|
$144M |
| 5 |
Adobe
ADBE
|
$133M |
Top Sells
| 1 |
Vale
VALE
|
$604M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$294M |
| 3 |
Johnson & Johnson
JNJ
|
$202M |
| 4 |
Union Pacific
UNP
|
$192M |
| 5 |
Texas Instruments
TXN
|
$190M |
Sector Composition
| 1 | Technology | 24.83% |
| 2 | Consumer Discretionary | 14.49% |
| 3 | Healthcare | 13.62% |
| 4 | Financials | 12.58% |
| 5 | Industrials | 7.21% |
