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
$50.9B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$114M
3
+$111M
4
UNH icon
UnitedHealth
UNH
+$110M
5
LYB icon
LyondellBasell Industries
LYB
+$105M

Top Sells

1
+$267M
2
+$101M
3
+$95.1M
4
BAX icon
Baxter International
BAX
+$93.9M
5
KMB icon
Kimberly-Clark
KMB
+$92.5M

Sector Composition

1 Financials 17.55%
2 Technology 17.24%
3 Healthcare 14.81%
4 Industrials 10.33%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$33.8M 0.07%
881,688
+214,121
352
$33.8M 0.07%
320,153
+1,200
353
$33.4M 0.07%
632,700
+8,200
354
$33.3M 0.07%
205,600
+3,600
355
$33.3M 0.07%
316,970
+38,000
356
$33.2M 0.07%
4,940,000
+186,400
357
$32.7M 0.06%
1,389,300
+195,900
358
$32.6M 0.06%
185,492
+96,800
359
$32.5M 0.06%
1,798,200
+13,700
360
$32.1M 0.06%
487,109
-86,022
361
$32M 0.06%
590,024
+6,146
362
$31.5M 0.06%
511,300
+153,900
363
$31.5M 0.06%
456,695
-535,081
364
$31.5M 0.06%
424,699
+155,800
365
$31.3M 0.06%
1,392,949
+1,155,699
366
$31.3M 0.06%
1,061,424
-4,444
367
$31.3M 0.06%
+728,186
368
$31.2M 0.06%
334,926
+206
369
$31.1M 0.06%
243,406
+3,500
370
$31.1M 0.06%
688,900
+26,100
371
$31M 0.06%
404,274
-67,037
372
$31M 0.06%
+304,101
373
$31M 0.06%
211,042
-26,289
374
$30.9M 0.06%
1,104,600
-252,000
375
$30.8M 0.06%
500,316
+73,431
13 14
15
16 17