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
$37.8B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,431
New
Increased
Reduced
Closed

Top Buys

1 +$613M
2 +$558M
3 +$507M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$492M
5
SU icon
Suncor Energy
SU
+$423M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.2%
2 Healthcare 13.94%
3 Technology 12.07%
4 Industrials 9.76%
5 Energy 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$19.1K ﹤0.01%
+500
1377
$18.9K ﹤0.01%
+243
1378
$18.9K ﹤0.01%
+1,400
1379
$18.8K ﹤0.01%
+220
1380
$18.5K ﹤0.01%
+581
1381
$18.2K ﹤0.01%
+1,999
1382
$18.2K ﹤0.01%
+191
1383
$18K ﹤0.01%
+547
1384
$17.7K ﹤0.01%
+389
1385
$17.7K ﹤0.01%
+900
1386
$17.1K ﹤0.01%
+352
1387
$17K ﹤0.01%
+1,100
1388
$17K ﹤0.01%
+268
1389
$16.9K ﹤0.01%
+813
1390
$16.6K ﹤0.01%
+485
1391
$16.6K ﹤0.01%
+1,000
1392
$16.5K ﹤0.01%
+563
1393
$16.5K ﹤0.01%
+477
1394
$16.2K ﹤0.01%
+332
1395
$16K ﹤0.01%
+694
1396
$16K ﹤0.01%
+143
1397
$15.7K ﹤0.01%
+2,800
1398
$15.4K ﹤0.01%
+1,052
1399
$15.3K ﹤0.01%
+500
1400
$15.3K ﹤0.01%
+6,200