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Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $122B
1-Year Est. Return 29.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.27%
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
+$518M
2
+$326M
3
+$199M
4
INTU icon
Intuit
INTU
+$175M
5
TT icon
Trane Technologies
TT
+$160M

Top Sells

1
+$630M
2
+$415M
3
+$212M
4
IBM icon
IBM
IBM
+$196M
5
BAC icon
Bank of America
BAC
+$186M

Sector Composition

1 Consumer Discretionary 20.7%
2 Technology 20.07%
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
526
$10.5M 0.02%
1,062,766
-497,603
527
$10.5M 0.02%
78,074
-13,655
528
$10.5M 0.02%
1,273,039
-517,877
529
$10.4M 0.02%
58,336
-76,408
530
$10.3M 0.02%
470,799
+54,837
531
$10.3M 0.02%
298,892
-115,099
532
$10.3M 0.02%
65,201
+33,952
533
$10.2M 0.02%
215,372
+184,656
534
$10.2M 0.02%
207,792
-13,120
535
$10.2M 0.02%
442,358
+8,448
536
$10.2M 0.02%
261,233
+6,237
537
$10.2M 0.02%
455,049
-436,730
538
$10.1M 0.02%
487,500
539
$10.1M 0.02%
564,651
-47,625
540
$9.95M 0.02%
473,973
+57,957
541
$9.88M 0.02%
104,643
+10,594
542
$9.88M 0.02%
447,098
+291,507
543
$9.81M 0.02%
2,581,324
+1,809,605
544
$9.8M 0.02%
65,930
-125,849
545
$9.75M 0.02%
+710,003
546
$9.71M 0.02%
1,093,796
-22,792
547
$9.7M 0.02%
158,911
+6,109
548
$9.69M 0.02%
605,124
+565,479
549
$9.63M 0.02%
359,764
+2,608
550
$9.61M 0.02%
540,257
-184,316
20 21
22
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