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
451
$14M 0.03%
720,100
+555,000
452
$14M 0.03%
424,657
+15,396
453
$14M 0.03%
162,068
-335,075
454
$14M 0.03%
235,550
-29,326
455
$13.9M 0.03%
1,763,877
-919,342
456
$13.8M 0.03%
161,270
+59,327
457
$13.7M 0.03%
961,393
-204,886
458
$13.6M 0.03%
128,951
-61,548
459
$13.6M 0.03%
136,073
+128,024
460
$13.6M 0.03%
266,444
+35,731
461
$13.5M 0.03%
235,779
+28,909
462
$13.5M 0.03%
317,288
-83,870
463
$13.5M 0.03%
714,916
-584,264
464
$13.5M 0.03%
43,035
-35,198
465
$13.4M 0.03%
1,084,206
+31,136
466
$13.4M 0.03%
352,950
+160,820
467
$13.4M 0.03%
502,108
-446,702
468
$13.4M 0.03%
1,342,843
+1,290,910
469
$13.4M 0.03%
863,528
+806,349
470
$13.3M 0.03%
934,476
-340,116
471
$13.3M 0.03%
677,741
-251,343
472
$13.3M 0.03%
2,095,127
473
$13.2M 0.03%
1,102,603
+267
474
$13.1M 0.03%
398,262
+16,232
475
$13.1M 0.03%
177,139
-190,334
17 18
19
20 21