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
451
$21.8M 0.04%
361,232
+20
452
$21.7M 0.04%
276,355
-306,800
453
$21.5M 0.04%
1,834,500
+52,400
454
$21.4M 0.04%
904,092
-354,656
455
$21.3M 0.04%
452,568
+50,300
456
$21.2M 0.04%
+499,021
457
$21.1M 0.04%
773,995
-321,240
458
$20.7M 0.04%
543,700
+288,800
459
$20.6M 0.04%
194,613
-65,056
460
$20.6M 0.04%
715,067
+46,327
461
$20.5M 0.04%
832,389
-333,808
462
$20.4M 0.04%
307,429
+165,713
463
$20.4M 0.04%
1,185,300
+709,600
464
$20.4M 0.04%
1,049,235
-25,765
465
$20.3M 0.04%
1,246,359
-59,976
466
$20.3M 0.04%
232,836
-35,775
467
$20.3M 0.04%
720,205
-1,013,445
468
$20.2M 0.04%
+1,271,200
469
$20.2M 0.04%
116,900
+111,800
470
$20.1M 0.04%
291,932
+256,306
471
$20M 0.04%
327,700
-3,200
472
$19.9M 0.04%
+473,246
473
$19.8M 0.04%
808,132
+80,400
474
$19.6M 0.04%
317,520
-38,500
475
$19.5M 0.04%
315,704
+1,000
17 18
19
20 21