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
301
$30.9M 0.07%
1,270,148
-26,890
302
$30.7M 0.07%
1,431,234
-68,758
303
$30.5M 0.07%
528,503
+18,643
304
$30.3M 0.06%
440,511
-656,087
305
$30.2M 0.06%
4,387,960
+707,871
306
$30.1M 0.06%
1,225,306
-13,383
307
$30.1M 0.06%
759,546
+671,134
308
$30M 0.06%
909,639
+60,722
309
$29.8M 0.06%
1,950,959
-47,338
310
$29.7M 0.06%
733,441
-663,972
311
$29.1M 0.06%
245,370
-17,094
312
$28.6M 0.06%
582,692
-225,820
313
$28.1M 0.06%
137,921
-21,696
314
$28.1M 0.06%
1,061,057
-271,979
315
$28.1M 0.06%
2,934,720
+1,457,590
316
$27.9M 0.06%
384,515
-176,533
317
$27.9M 0.06%
333,895
+22,535
318
$27.6M 0.06%
1,025,598
-173,294
319
$27.5M 0.06%
1,237,185
-160,715
320
$27.5M 0.06%
103,857
-184,553
321
$27M 0.06%
193,625
+178,224
322
$26.6M 0.06%
593,748
+114,596
323
$26.2M 0.06%
819,168
-90,840
324
$26M 0.06%
396,766
+104,872
325
$25.8M 0.06%
900,379
-62,696
11 12
13
14 15