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
$80B
AUM Growth
+$38.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,643
New
Increased
Reduced
Closed

Top Buys

1
+$525M
2
+$375M
3
+$318M
4
IBM icon
IBM
IBM
+$130M
5
ORCL icon
Oracle
ORCL
+$114M

Top Sells

1
+$344M
2
+$244M
3
+$190M
4
FMX icon
Fomento Económico Mexicano
FMX
+$140M
5
GILD icon
Gilead Sciences
GILD
+$135M

Sector Composition

1 Technology 8.39%
2 Financials 8.16%
3 Healthcare 7.43%
4 Industrials 5.54%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$24.8K ﹤0.01%
2,900
1352
$24.6K ﹤0.01%
1,464
+293
1353
$24.1K ﹤0.01%
+764
1354
$23.6K ﹤0.01%
+500
1355
$23.4K ﹤0.01%
177
1356
$23.4K ﹤0.01%
2,685
1357
$23K ﹤0.01%
260
1358
$21.4K ﹤0.01%
186
-34
1359
$21.2K ﹤0.01%
+682
1360
$20.7K ﹤0.01%
766
1361
$19.9K ﹤0.01%
700
1362
$19.7K ﹤0.01%
1,673
-378
1363
$19.1K ﹤0.01%
340
1364
$18.9K ﹤0.01%
+500
1365
$18.9K ﹤0.01%
270
-9,220
1366
$18.8K ﹤0.01%
235
1367
$18.6K ﹤0.01%
300
1368
$18.1K ﹤0.01%
522
-25
1369
$17.8K ﹤0.01%
17,624
1370
$17.1K ﹤0.01%
12,990
-4,000
1371
$17K ﹤0.01%
8,000
1372
$16.9K ﹤0.01%
18
-10,901
1373
$16.6K ﹤0.01%
143
1374
$16.5K ﹤0.01%
800
-9,100
1375
$16.4K ﹤0.01%
30,000
53 54
55
56 57