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
651
$9.43M 0.02%
613,168
+215,506
652
$9.4M 0.02%
+205,914
653
$9.26M 0.02%
+121,000
654
$9.23M 0.02%
132,700
-37,400
655
$9.07M 0.02%
37,289
-901
656
$9.04M 0.02%
306,304
+2,150
657
$9.04M 0.02%
+242,312
658
$8.94M 0.02%
+650,000
659
$8.88M 0.02%
492,860
-29,635
660
$8.87M 0.02%
+503,100
661
$8.8M 0.02%
386,313
662
$8.79M 0.02%
179,445
+1,099
663
$8.79M 0.02%
103,043
+14,563
664
$8.77M 0.02%
3,397,496
-44,240
665
$8.59M 0.02%
+210,837
666
$8.53M 0.02%
103,941
-2,289
667
$8.52M 0.02%
176,300
-5,600
668
$8.46M 0.02%
262,616
-28,839
669
$8.43M 0.02%
+112,100
670
$8.43M 0.02%
215,800
-67,800
671
$8.42M 0.02%
+203,200
672
$8.39M 0.02%
277,100
-13,900
673
$8.35M 0.02%
377,307
+62,832
674
$8.24M 0.02%
89,487
-5,928
675
$8.23M 0.02%
117,790
25 26
27
28 29