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
401
$17.3M 0.04%
168,359
-29,389
402
$17.3M 0.04%
1,210,213
+372,446
403
$17.3M 0.04%
1,117,833
+364,938
404
$17.3M 0.04%
638,695
+222,905
405
$17.2M 0.04%
88,597
-11,302
406
$17.1M 0.04%
+681,435
407
$17M 0.04%
3,081,116
-691,009
408
$17M 0.04%
194,764
-221,134
409
$16.9M 0.04%
770,293
+267,623
410
$16.9M 0.04%
1,010,881
-616,433
411
$16.9M 0.04%
133,437
+42,961
412
$16.9M 0.04%
456,361
+169,224
413
$16.9M 0.04%
442,391
-250,325
414
$16.7M 0.04%
503,455
+75,067
415
$16.6M 0.04%
212,656
-11,192
416
$16.4M 0.04%
1,180,053
+287,951
417
$16.3M 0.03%
1,133,700
+291,031
418
$16.3M 0.03%
852,571
-397,525
419
$16.2M 0.03%
309,145
+28,622
420
$16.2M 0.03%
299,553
-187,370
421
$16.1M 0.03%
349,734
-111,007
422
$16.1M 0.03%
211,965
-35,358
423
$16M 0.03%
188,295
-200,543
424
$16M 0.03%
132,721
-25,176
425
$16M 0.03%
1,245,046
+56,324
15 16
17
18 19