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
651
$9.13M 0.02%
+388,502
652
$9.1M 0.02%
2,291,264
-103,300
653
$9.08M 0.02%
228,184
+112,984
654
$9.06M 0.02%
111,490
-251,147
655
$9.03M 0.02%
140,700
+52,485
656
$8.98M 0.02%
143,494
-6,906
657
$8.93M 0.02%
58,800
+13,699
658
$8.86M 0.02%
+3,379
659
$8.8M 0.02%
496,342
+22,410
660
$8.71M 0.02%
199,300
661
$8.6M 0.02%
402,840
-2,361,170
662
$8.52M 0.02%
163,900
+86,700
663
$8.51M 0.02%
312,200
+90,900
664
$8.41M 0.02%
120,925
+14,854
665
$8.31M 0.02%
187,874
+25,974
666
$8.24M 0.02%
200,262
+135,963
667
$8.06M 0.02%
46,400
-2,200
668
$7.99M 0.01%
+463,000
669
$7.91M 0.01%
117,546
+8,071
670
$7.86M 0.01%
332,388
-1,418,056
671
$7.77M 0.01%
120,600
-170,600
672
$7.75M 0.01%
68,713
+63,293
673
$7.63M 0.01%
333,300
+261,159
674
$7.55M 0.01%
253,595
-568,309
675
$7.53M 0.01%
355,354
+61,295
25 26
27
28 29