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
551
$9.57M 0.02%
151,765
-41,110
552
$9.56M 0.02%
1,087,834
-1,272,539
553
$9.41M 0.02%
257,732
-127
554
$9.33M 0.02%
+45,085
555
$9.32M 0.02%
81,759
+23,843
556
$9.22M 0.02%
698,876
-523,532
557
$9.21M 0.02%
+96,202
558
$9.13M 0.02%
122,875
-27,937
559
$9M 0.02%
235,650
+69,009
560
$8.99M 0.02%
465,610
+8,691
561
$8.98M 0.02%
879,668
-314,431
562
$8.97M 0.02%
149,181
+148,081
563
$8.89M 0.02%
122,348
-140,367
564
$8.89M 0.02%
208,281
+3,037
565
$8.88M 0.02%
1,331,392
+761,229
566
$8.87M 0.02%
211,755
-149,702
567
$8.86M 0.02%
224,710
+34,778
568
$8.7M 0.02%
108,615
+3,775
569
$8.63M 0.02%
525,731
+285,408
570
$8.63M 0.02%
794,135
-18,664
571
$8.61M 0.02%
187,423
+2,420
572
$8.52M 0.02%
2,596,052
+882,324
573
$8.46M 0.02%
961,095
+374,121
574
$8.27M 0.02%
257,708
+163,866
575
$8.27M 0.02%
207,813
+124,121
21 22
23
24 25