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
$46.7B
AUM Growth
-$14.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,444
New
Increased
Reduced
Closed

Top Buys

1
+$460M
2
+$339M
3
+$205M
4
MSFT icon
Microsoft
MSFT
+$158M
5
INTU icon
Intuit
INTU
+$155M

Top Sells

1
+$630M
2
+$426M
3
+$185M
4
IBM icon
IBM
IBM
+$170M
5
INTC icon
Intel
INTC
+$170M

Sector Composition

1 Consumer Discretionary 20.7%
2 Technology 20.08%
3 Healthcare 13.28%
4 Financials 12.03%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5.47M 0.01%
98,780
-41,043
652
$5.45M 0.01%
291,010
-869,570
653
$5.41M 0.01%
17,919
-28,735
654
$5.39M 0.01%
380,969
-35,988
655
$5.39M 0.01%
1,488,672
+385,972
656
$5.37M 0.01%
54,300
-32,100
657
$5.37M 0.01%
29,143
-9,670
658
$5.3M 0.01%
245,950
-83,154
659
$5.22M 0.01%
199,801
-25,980
660
$5.21M 0.01%
1,328,566
+974,809
661
$5.21M 0.01%
+192,437
662
$5.15M 0.01%
214,477
-211,268
663
$5.13M 0.01%
39,229
+12,752
664
$5.1M 0.01%
29,091
+1,910
665
$5.09M 0.01%
66,926
+5,616
666
$5.08M 0.01%
1,747,097
-1,134,672
667
$5.07M 0.01%
154,486
-206,586
668
$5.04M 0.01%
79,242
+75,549
669
$5.02M 0.01%
74,628
+70,956
670
$5M 0.01%
221,390
-962,662
671
$5M 0.01%
308,646
-1,968,001
672
$4.99M 0.01%
39,175
+16,400
673
$4.9M 0.01%
632,823
+22,633
674
$4.82M 0.01%
78,854
+6,542
675
$4.82M 0.01%
50,257
+11,131
25 26
27
28 29