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
376
$20.1M 0.04%
457,989
+42,593
377
$20M 0.04%
1,224,040
+93,684
378
$19.9M 0.04%
1,652,949
+811,657
379
$19.5M 0.04%
652,745
+207,480
380
$19.4M 0.04%
230,342
+818
381
$19.4M 0.04%
828,681
+163,689
382
$19.2M 0.04%
332,436
-119,114
383
$19.2M 0.04%
165,362
+907
384
$19.1M 0.04%
78,822
-37,076
385
$19M 0.04%
225,716
+165,508
386
$19M 0.04%
3,229,871
-889,810
387
$18.9M 0.04%
126,024
-125,100
388
$18.7M 0.04%
215,033
+21,657
389
$18.3M 0.04%
244,371
-22,787
390
$18.2M 0.04%
1,064,082
-189,149
391
$18.1M 0.04%
79,022
-50,415
392
$18M 0.04%
+913,511
393
$17.8M 0.04%
1,409,594
+376,936
394
$17.8M 0.04%
70,076
-25,750
395
$17.6M 0.04%
170,720
-10,974
396
$17.5M 0.04%
982,115
+336,420
397
$17.5M 0.04%
423,894
-12,270
398
$17.5M 0.04%
360,555
-693,989
399
$17.4M 0.04%
303,043
-4,414
400
$17.4M 0.04%
1,330,729
+1,138,098
14 15
16
17 18