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
$50.9B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$119M
3
+$118M
4
TFC icon
Truist Financial
TFC
+$109M
5
UNH icon
UnitedHealth
UNH
+$107M

Top Sells

1
+$259M
2
+$104M
3
+$96.6M
4
KMB icon
Kimberly-Clark
KMB
+$94.9M
5
BAX icon
Baxter International
BAX
+$91.5M

Sector Composition

1 Financials 17.55%
2 Technology 17.24%
3 Healthcare 14.81%
4 Industrials 10.33%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-23,721
1314
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1321
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1322
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1323
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1324
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-182,800
1325
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-32,862
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