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
626
$10.7M 0.02%
103,791
-88,876
627
$10.7M 0.02%
449,300
+214,700
628
$10.6M 0.02%
305,186
-35,324
629
$10.4M 0.02%
140,500
+112,800
630
$10.4M 0.02%
54,880
+52,798
631
$10.3M 0.02%
825,696
+95,224
632
$10.3M 0.02%
636,400
-9,000
633
$10.3M 0.02%
356,700
-12,750
634
$10.3M 0.02%
942,736
+42,332
635
$10.2M 0.02%
2,013,123
+203,086
636
$10.2M 0.02%
173,978
-401,622
637
$10.2M 0.02%
640,989
-70,519
638
$10.1M 0.02%
+171,770
639
$10.1M 0.02%
652,409
-93,500
640
$10.1M 0.02%
249,685
-88,500
641
$9.96M 0.02%
404,328
-64,714
642
$9.94M 0.02%
125,319
-29,801
643
$9.87M 0.02%
1,303,400
+133,100
644
$9.81M 0.02%
413,538
+326,964
645
$9.73M 0.02%
1,276,661
-80,600
646
$9.71M 0.02%
578,800
-1,535,700
647
$9.53M 0.02%
+305,715
648
$9.52M 0.02%
155,129
-176,607
649
$9.52M 0.02%
252,745
+34,700
650
$9.52M 0.02%
+32,388
24 25
26
27 28