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
351
$22.3M 0.05%
708,599
-105,977
352
$22.2M 0.05%
481,584
-138,559
353
$22.2M 0.05%
386,028
-251,368
354
$22.2M 0.05%
3,144,204
-1,913,989
355
$22M 0.05%
623,880
-36,691
356
$22M 0.05%
291,803
-816,766
357
$22M 0.05%
736,278
-40,167
358
$21.7M 0.05%
253,622
-145,093
359
$21.7M 0.05%
649,248
-760,680
360
$21.6M 0.05%
1,230,535
+377,310
361
$21.6M 0.05%
444,272
-147,208
362
$21.6M 0.05%
175,953
+29,595
363
$21.5M 0.05%
213,710
-26,254
364
$21.5M 0.05%
701,019
-80,337
365
$21.1M 0.05%
1,604,310
-267,998
366
$21M 0.04%
196,919
+45,042
367
$20.9M 0.04%
720,207
-180,070
368
$20.7M 0.04%
293,313
-136,819
369
$20.6M 0.04%
498,622
-182,902
370
$20.5M 0.04%
622,027
-86,523
371
$20.4M 0.04%
667,304
+375,395
372
$20.3M 0.04%
+653,900
373
$20.2M 0.04%
438,305
-257,974
374
$20.2M 0.04%
85,807
-45,393
375
$20.2M 0.04%
926,157
-606,702
13 14
15
16 17