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
276
$34.6M 0.07%
363,062
-139,944
277
$34.4M 0.07%
376,496
-288,533
278
$33.9M 0.07%
1,178,756
+464,783
279
$33.7M 0.07%
723,174
+225,449
280
$33.6M 0.07%
604,951
-125,360
281
$33.6M 0.07%
879,551
-386,355
282
$33.4M 0.07%
2,482,812
+141,519
283
$33.3M 0.07%
1,213,775
+428,308
284
$33.2M 0.07%
439,624
-461,796
285
$32.8M 0.07%
1,519,500
-1,560,335
286
$32.6M 0.07%
129,814
-10,187
287
$32.1M 0.07%
1,390,430
+324,324
288
$31.9M 0.07%
1,129,759
-118,620
289
$31.7M 0.07%
724,174
-236,332
290
$31.7M 0.07%
1,447,502
+261,777
291
$31.7M 0.07%
1,064,729
-111,322
292
$31.6M 0.07%
753,036
+198,372
293
$31.5M 0.07%
307,285
-51,943
294
$31.5M 0.07%
765,565
+37,566
295
$31.5M 0.07%
670,938
+121,733
296
$31.5M 0.07%
855,824
-143,979
297
$31.4M 0.07%
48,167
+39,110
298
$31.3M 0.07%
5,903,292
+1,591,998
299
$31.2M 0.07%
197,248
-24,337
300
$31.1M 0.07%
367,500
+109,460
10 11
12
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