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
501
$17.9M 0.04%
173,390
+190
502
$17.8M 0.04%
755,400
+150,000
503
$17.8M 0.04%
385,966
+18,500
504
$17.6M 0.03%
206,353
-35,646
505
$17.6M 0.03%
937,100
-146,700
506
$17.6M 0.03%
425,700
+37,200
507
$17.6M 0.03%
146,207
-92,746
508
$17.4M 0.03%
372,200
+16,200
509
$17.3M 0.03%
306,100
+24,800
510
$17.2M 0.03%
726,400
-199,700
511
$17.1M 0.03%
65,259
-1,411
512
$17M 0.03%
364,400
+68,800
513
$17M 0.03%
446,718
-190
514
$16.9M 0.03%
190,248
-23,440
515
$16.9M 0.03%
493,400
-117,800
516
$16.8M 0.03%
117,549
-108,751
517
$16.7M 0.03%
+33,253,960
518
$16.7M 0.03%
239,672
-456,684
519
$16.6M 0.03%
935,500
-181,000
520
$16.6M 0.03%
218,936
+9,100
521
$16.4M 0.03%
264,851
+7,094
522
$16.3M 0.03%
172,390
-4,573
523
$16.3M 0.03%
213,119
+19,546
524
$16.2M 0.03%
141,321
+42,837
525
$16M 0.03%
763,586
-49,143
19 20
21
22 23