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
$41.2B
AUM Growth
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$151M
3
+$143M
4
AMGN icon
Amgen
AMGN
+$141M
5
CX icon
Cemex
CX
+$121M

Top Sells

1
+$325M
2
+$268M
3
+$220M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$185M
5
MSFT icon
Microsoft
MSFT
+$168M

Sector Composition

1 Financials 14.93%
2 Healthcare 13.96%
3 Technology 13.17%
4 Industrials 10.04%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$5.03K ﹤0.01%
123
1477
$5.03K ﹤0.01%
1,261
+206
1478
$4.09K ﹤0.01%
200
-27,001
1479
– –
0
1480
$3.13K ﹤0.01%
+1
1481
$3.09K ﹤0.01%
+83
1482
$2.6K ﹤0.01%
+400
1483
$2.29K ﹤0.01%
+1,500
1484
$2.23K ﹤0.01%
+136
1485
$1.88K ﹤0.01%
+25
1486
$1.87K ﹤0.01%
+4,147
1487
$1.76K ﹤0.01%
40
-40
1488
$1.62K ﹤0.01%
54
-17,246
1489
$1.55K ﹤0.01%
+667
1490
$1.54K ﹤0.01%
+7
1491
$1.52K ﹤0.01%
+861
1492
$1.52K ﹤0.01%
135
1493
$940 ﹤0.01%
+100
1494
$656 ﹤0.01%
22
-59,197
1495
$380 ﹤0.01%
+22
1496
$166 ﹤0.01%
+1
1497
– –
0
1498
$27 ﹤0.01%
1
-141,498
1499
– –
-25,000
1500
– –
-208,831
58 59
60
61 62