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
476
$13M 0.03%
135,581
-19,235
477
$13M 0.03%
32,484
-40,891
478
$13M 0.03%
540,978
-494,454
479
$12.8M 0.03%
495,332
-1,377,516
480
$12.8M 0.03%
41,527
+41,140
481
$12.8M 0.03%
4,290,737
-282,459
482
$12.8M 0.03%
203,095
-357,410
483
$12.7M 0.03%
85,687
-3,687
484
$12.7M 0.03%
331,768
-31,119
485
$12.7M 0.03%
4,704
+899
486
$12.6M 0.03%
323,012
-111,451
487
$12.6M 0.03%
312,251
+99,405
488
$12.6M 0.03%
306,295
+30,477
489
$12.6M 0.03%
255,020
-149,851
490
$12.5M 0.03%
213,512
+152,672
491
$12.5M 0.03%
613,167
-1,025,007
492
$12.4M 0.03%
183,037
-996,338
493
$12.4M 0.03%
304,197
-42,143
494
$12.3M 0.03%
160,052
+19,544
495
$12.3M 0.03%
569,727
-77,580
496
$12.3M 0.03%
134,018
-206,882
497
$12.3M 0.03%
+278,267
498
$12.2M 0.03%
568,613
+270,154
499
$12.1M 0.03%
555,863
-339,805
500
$12M 0.03%
716,861
+134,752
18 19
20
21 22