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
501
$12M 0.03%
1,156,911
-48,661
502
$12M 0.03%
292,716
-45,101
503
$12M 0.03%
514,955
+150,609
504
$11.9M 0.03%
1,768,922
+930,468
505
$11.9M 0.03%
254,104
+207,572
506
$11.9M 0.03%
+1,310,155
507
$11.8M 0.03%
152,839
-62,493
508
$11.8M 0.03%
249,314
+183,378
509
$11.6M 0.02%
353,509
+245,399
510
$11.6M 0.02%
245,497
+197,592
511
$11.4M 0.02%
489,868
+76,045
512
$11.3M 0.02%
2,228,523
+524,823
513
$11.3M 0.02%
177,535
+126,267
514
$11.3M 0.02%
64,905
+6,277
515
$11.2M 0.02%
181,985
-44,131
516
$11.2M 0.02%
178,722
-17,130
517
$11.2M 0.02%
1,141,515
-35,202
518
$11.1M 0.02%
256,167
-71,393
519
$11M 0.02%
182,938
+105,656
520
$10.9M 0.02%
1,015,199
-876,151
521
$10.9M 0.02%
82,518
-2,293
522
$10.8M 0.02%
+961,573
523
$10.8M 0.02%
455,115
+63,731
524
$10.8M 0.02%
2,910,847
+1,890,936
525
$10.6M 0.02%
196,709
-7,452
19 20
21
22 23