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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
$76.6B
AUM Growth
+$11.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1 +$784M
2 +$529M
3 +$477M
4
NIO icon
NIO
NIO
+$469M
5
MELI icon
Mercado Libre
MELI
+$455M

Top Sells

1 +$487M
2 +$442M
3 +$355M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$355M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$262M

Sector Composition

1 Technology 21.23%
2 Consumer Discretionary 18.06%
3 Healthcare 14.49%
4 Financials 13.68%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
-3,948
1552
-7,564
1553
-11,941
1554
-2,409
1555
-53,314
1556
-34,308
1557
-118,052
1558
-3,963
1559
-901
1560
-3,870
1561
-150,231
1562
-1,458,536
1563
-195,000