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
476
$19.5M 0.04%
356,147
-30,127
477
$19.4M 0.04%
1,038,224
+989,944
478
$19.4M 0.04%
266,525
-17,627
479
$19.3M 0.04%
155,155
+16,940
480
$19.2M 0.04%
922,200
-22,900
481
$19.1M 0.04%
325,700
-6,800
482
$19M 0.04%
507,770
+5,295
483
$19M 0.04%
1,965,846
+1,044,710
484
$18.8M 0.04%
140,663
-10,055
485
$18.7M 0.04%
296,335
-20,710
486
$18.6M 0.04%
624,476
-228,044
487
$18.6M 0.04%
508,057
-83,087
488
$18.5M 0.04%
1,365,300
+3,100
489
$18.5M 0.04%
133,469
-481,847
490
$18.4M 0.04%
1,076,165
+152,110
491
$18.3M 0.04%
802,600
-8,700
492
$18.2M 0.04%
355,600
-22,700
493
$18.2M 0.04%
349,600
+298,200
494
$18.1M 0.04%
1,211,300
+160,100
495
$18.1M 0.04%
481,355
+77,561
496
$18.1M 0.04%
236,677
-14,218
497
$18M 0.04%
268,268
-10,449
498
$18M 0.04%
532,694
-507,200
499
$18M 0.04%
2,197,667
-366,220
500
$17.9M 0.04%
55,456
+13,200
18 19
20
21 22