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
626
$10.4M 0.02%
74,459
+30,623
627
$10.3M 0.02%
257,875
-205,566
628
$10.3M 0.02%
1,285,423
+65,604
629
$10.3M 0.02%
82,540
+2,960
630
$10.1M 0.02%
124,000
-34,900
631
$10.1M 0.02%
787,884
-1,292,515
632
$10.1M 0.02%
410,300
-323,000
633
$10M 0.02%
251,210
+168,716
634
$9.9M 0.02%
125,312
+29,324
635
$9.88M 0.02%
81,500
-19,349
636
$9.77M 0.02%
+464,200
637
$9.7M 0.02%
86,320
-103,263
638
$9.65M 0.02%
667,275
+398,804
639
$9.64M 0.02%
303,590
+22,962
640
$9.64M 0.02%
347,161
+59,800
641
$9.6M 0.02%
182,262
-9,050
642
$9.51M 0.02%
1,013,367
-4,400
643
$9.51M 0.02%
745,478
-2,300
644
$9.47M 0.02%
269,423
-19,300
645
$9.46M 0.02%
181,880
+177,200
646
$9.46M 0.02%
43,730
-49,374
647
$9.41M 0.02%
143,900
-110,282
648
$9.39M 0.02%
+384,882
649
$9.33M 0.02%
908,100
+19,700
650
$9.3M 0.02%
123,465
+33,630
24 25
26
27 28