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
551
$14.5M 0.03%
60,291
-1,468
552
$14.5M 0.03%
1,132,093
-121,667
553
$14.3M 0.03%
1,079,755
-393,520
554
$14.3M 0.03%
409,828
+8,570
555
$14.3M 0.03%
84,665
+35,831
556
$14.2M 0.03%
664,000
+13,800
557
$14.2M 0.03%
149,043
-71,333
558
$14.1M 0.03%
451,107
+260,100
559
$14M 0.03%
362,600
-23,900
560
$14M 0.03%
45,840
-1,190
561
$13.9M 0.03%
+131,105
562
$13.8M 0.03%
360,770
+3,970
563
$13.8M 0.03%
148,579
-22,295
564
$13.8M 0.03%
2,796,029
-2,227,674
565
$13.6M 0.03%
168,900
+163,900
566
$13.6M 0.03%
364,600
+53,200
567
$13.4M 0.03%
333,741
+55,900
568
$13.4M 0.03%
112,103
+3,349
569
$13.3M 0.03%
259,890
+7,954
570
$13.3M 0.03%
274,700
+266,127
571
$13.3M 0.03%
316,800
+153,500
572
$13.3M 0.03%
228,591
-11,521
573
$13.3M 0.03%
546,249
+21,733
574
$13.2M 0.03%
1,518,246
-277,481
575
$13.2M 0.03%
+974,150
21 22
23
24 25