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
$53.6B
AUM Growth
+$3.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$170M
3
+$135M
4
ABBV icon
AbbVie
ABBV
+$127M
5
V icon
Visa
V
+$126M

Top Sells

1
+$138M
2
+$119M
3
+$119M
4
BA icon
Boeing
BA
+$114M
5
GIS icon
General Mills
GIS
+$113M

Sector Composition

1 Technology 16.34%
2 Financials 16.16%
3 Consumer Discretionary 14.75%
4 Healthcare 12.53%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$16.2M 0.03%
413,375
-31,246
527
$16.2M 0.03%
154,549
+147,615
528
$16.1M 0.03%
1,189,600
-5,300
529
$16.1M 0.03%
586,532
-70,400
530
$15.9M 0.03%
705,741
+172,740
531
$15.7M 0.03%
+530,000
532
$15M 0.03%
+558,288
533
$15M 0.03%
1,104,100
-4,700
534
$15M 0.03%
+154,496
535
$14.9M 0.03%
335,200
-1,700
536
$14.8M 0.03%
+377,500
537
$14.8M 0.03%
181,670
+22,913
538
$14.8M 0.03%
231,078
-320,498
539
$14.7M 0.03%
184,247
+3,031
540
$14.6M 0.03%
583,200
-121,700
541
$14.5M 0.03%
1,966,599
+732,299
542
$14.5M 0.03%
815,066
+12,100
543
$14.5M 0.03%
179,385
-41,766
544
$14.4M 0.03%
178,474
-23
545
$14.3M 0.03%
322,919
-566,358
546
$14.3M 0.03%
374,948
+81,000
547
$14.2M 0.03%
361,421
+200,768
548
$14.2M 0.03%
466,526
-106,393
549
$14.1M 0.03%
2,504,397
+220,185
550
$14.1M 0.03%
563,800
-3,200
20 21
22
23 24