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
$53.6B
AUM Growth
+$3.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$170M
3
+$135M
4
ABBV icon
AbbVie
ABBV
+$127M
5
V icon
Visa
V
+$126M

Top Sells

1
+$138M
2
+$119M
3
+$119M
4
BA icon
Boeing
BA
+$114M
5
GIS icon
General Mills
GIS
+$113M

Sector Composition

1 Technology 16.34%
2 Financials 16.16%
3 Consumer Discretionary 14.75%
4 Healthcare 12.53%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$24.2M 0.05%
629,974
+71,090
427
$24.1M 0.05%
304,000
+14,900
428
$24M 0.04%
309,600
+55,500
429
$24M 0.04%
378,280
-64,159
430
$23.9M 0.04%
106,657
+78,380
431
$23.9M 0.04%
231,049
-151,021
432
$23.9M 0.04%
4,226,860
+752,523
433
$23.8M 0.04%
325,262
-822
434
$23.7M 0.04%
426,164
+4,047
435
$23.5M 0.04%
711,388
+112,688
436
$23.4M 0.04%
468,100
+17,800
437
$23.4M 0.04%
509,032
+76,572
438
$23.3M 0.04%
1,205,700
+62,138
439
$23.1M 0.04%
1,010,500
+294,600
440
$23.1M 0.04%
208,534
+20,885
441
$23M 0.04%
605,616
+66,616
442
$22.9M 0.04%
77,959
443
$22.9M 0.04%
347,200
+306,400
444
$22.8M 0.04%
+632,399
445
$22.8M 0.04%
431,066
+428,517
446
$22.7M 0.04%
663,456
+184,256
447
$22.5M 0.04%
585,644
+22,344
448
$22.4M 0.04%
902,623
+109,927
449
$22.3M 0.04%
821,633
+259,594
450
$22.3M 0.04%
679,283
+18,700
16 17
18
19 20