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
576
$12.5M 0.02%
136,900
+73,350
577
$12.5M 0.02%
539,159
-44,464
578
$12.5M 0.02%
883,386
-281,400
579
$12.4M 0.02%
39,894
-420
580
$12.4M 0.02%
70,988
-27,669
581
$12.4M 0.02%
271,372
-8,650
582
$12.4M 0.02%
303,508
+136,891
583
$12.3M 0.02%
101,445
-1,842
584
$12.3M 0.02%
1,037,652
-469,394
585
$12.3M 0.02%
226,601
-332,695
586
$12.2M 0.02%
960,596
+47,700
587
$12.1M 0.02%
329,841
-773,442
588
$12M 0.02%
241,520
-91,100
589
$12M 0.02%
396,700
-2,400
590
$11.8M 0.02%
139,545
-457,609
591
$11.7M 0.02%
216,112
-844,600
592
$11.7M 0.02%
497,100
-2,100
593
$11.6M 0.02%
585,130
594
$11.5M 0.02%
56,114
+100
595
$11.5M 0.02%
666,000
-77,712
596
$11.5M 0.02%
2,765,230
+832,000
597
$11.4M 0.02%
1,647,441
-2,858,659
598
$11.4M 0.02%
228,473
-151,600
599
$11.4M 0.02%
185,058
-2,900
600
$11.3M 0.02%
1,304,700
+596,400
22 23
24
25 26