Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $122B
1-Year Est. Return 29.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$57.7B
AUM Growth
-$3.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,390
New
Increased
Reduced
Closed

Top Buys

1
+$322M
2
+$204M
3
+$192M
4
BAC icon
Bank of America
BAC
+$187M
5
PNC icon
PNC Financial Services
PNC
+$182M

Top Sells

1
+$486M
2
+$388M
3
+$342M
4
INTC icon
Intel
INTC
+$232M
5
IBM icon
IBM
IBM
+$203M

Sector Composition

1 Financials 17.66%
2 Consumer Discretionary 17.01%
3 Technology 16.85%
4 Healthcare 10.57%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1388
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-270,871
1389
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1390
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-7,956
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