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
376
$30.8M 0.06%
664,768
+233,086
377
$30.7M 0.06%
688,193
-132,087
378
$30.4M 0.06%
128,616
-11,900
379
$30.4M 0.06%
717,235
+309,045
380
$30.3M 0.06%
2,559,067
+2,541,400
381
$30.3M 0.06%
413,189
-154,475
382
$30.3M 0.06%
1,065,821
+381,927
383
$30.1M 0.06%
471,800
+48,000
384
$30M 0.06%
444,812
+84,942
385
$29.9M 0.06%
1,623,080
-12,600
386
$29.8M 0.06%
380,057
-178,177
387
$29.6M 0.06%
903,177
+222,800
388
$29.5M 0.06%
873,500
+368,968
389
$29.4M 0.06%
+259,700
390
$29.4M 0.06%
1,060,067
-76,187
391
$29.3M 0.06%
335,995
+18,300
392
$29.2M 0.06%
547,642
-1,726
393
$28.9M 0.06%
1,259,338
+325,191
394
$28.8M 0.06%
416,629
+174,474
395
$28.8M 0.06%
710,152
+62,148
396
$28.7M 0.06%
1,748,418
+29,800
397
$28.7M 0.06%
1,503,509
-1,473,034
398
$28.7M 0.06%
1,367,613
+306,400
399
$28.6M 0.06%
583,833
-456,837
400
$28.3M 0.06%
983,600
+391,800
14 15
16
17 18