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
1526
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-27,576
1527
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-17,933
1528
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-6,300
1529
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1530
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1531
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-5,500
1532
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-34,800
1533
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-17,300
1534
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-2,980
1535
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-7,225
1536
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-11,510
1537
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-700
1538
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-49,300
1539
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-4,200
1540
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-9,600
1541
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-1,500
1542
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-406,314
1543
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1544
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1545
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1546
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1547
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-6,400
1548
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-6,200
1549
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-1,395,400
1550
– –
-511,691
60 61
62
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