Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $128B
1-Year Est. Return 29.36%
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.7B
AUM Growth
-$14.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,444
New
Increased
Reduced
Closed

Top Buys

1
+$460M
2
+$339M
3
+$205M
4
MSFT icon
Microsoft
MSFT
+$158M
5
INTU icon
Intuit
INTU
+$155M

Top Sells

1
+$630M
2
+$426M
3
+$185M
4
IBM icon
IBM
IBM
+$170M
5
INTC icon
Intel
INTC
+$170M

Sector Composition

1 Consumer Discretionary 20.7%
2 Technology 20.08%
3 Healthcare 13.28%
4 Financials 12.03%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38.2M 0.08%
1,977,319
+840,491
252
$38M 0.08%
1,506,410
-2,702,910
253
$38M 0.08%
995,464
-82,352
254
$37.9M 0.08%
471,106
-1,036,054
255
$37.7M 0.08%
917,260
-280,464
256
$37.4M 0.08%
223,363
+51,462
257
$37.3M 0.08%
3,798,739
-953,390
258
$37.2M 0.08%
+552,835
259
$37.1M 0.08%
438,655
+150,721
260
$37.1M 0.08%
133,573
-23,110
261
$36.8M 0.08%
381,378
+44,417
262
$36.6M 0.08%
207,347
+95,165
263
$36.6M 0.08%
+361,073
264
$36.2M 0.08%
298,718
+204,493
265
$36.1M 0.08%
370,095
-105,149
266
$36M 0.08%
457,235
-506,080
267
$35.9M 0.08%
401,105
+96,331
268
$35.8M 0.08%
883,199
+750,264
269
$35.7M 0.08%
2,173,740
+65,189
270
$35.6M 0.08%
476,051
-34,615
271
$35.6M 0.08%
710,121
-332,573
272
$35.2M 0.08%
292,264
+2,617
273
$35.1M 0.08%
2,574,712
+337,764
274
$34.9M 0.07%
1,392,630
-930,800
275
$34.7M 0.07%
352,249
-264,352
9 10
11
12 13