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
676
$8.22M 0.02%
65,939
-57,029
677
$8.15M 0.02%
90,480
-1,340
678
$8.15M 0.02%
72,150
+22,825
679
$7.89M 0.02%
+71,943
680
$7.86M 0.02%
84,649
-246,134
681
$7.73M 0.02%
104,270
-16,466
682
$7.61M 0.02%
365,700
+100,800
683
$7.32M 0.01%
90,875
-1,400
684
$7.18M 0.01%
133,394
-85,263
685
$7.13M 0.01%
338,400
-43,200
686
$7.12M 0.01%
293,286
-15,241
687
$7.1M 0.01%
414,646
-136,786
688
$7.09M 0.01%
472,316
-8,791
689
$7.07M 0.01%
212,836
+1,197
690
$6.98M 0.01%
+264,684
691
$6.73M 0.01%
317,600
+194,100
692
$6.72M 0.01%
73,467
-20,033
693
$6.69M 0.01%
+560,068
694
$6.69M 0.01%
65,543
-141,961
695
$6.64M 0.01%
62,100
+49,700
696
$6.59M 0.01%
196,876
-168,316
697
$6.54M 0.01%
91,000
-480,800
698
$6.53M 0.01%
146,230
-171,898
699
$6.5M 0.01%
232,743
-188
700
$6.43M 0.01%
+79,200
26 27
28
29 30