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
676
$7.47M 0.01%
141,389
-1,096,863
677
$7.46M 0.01%
605,421
+12,505
678
$7.46M 0.01%
624,543
+208,006
679
$7.41M 0.01%
407,300
+8,800
680
$7.41M 0.01%
321,119
681
$7.38M 0.01%
62,962
-16,462
682
$7.28M 0.01%
170,349
+10,675
683
$7.28M 0.01%
66,536
+45,372
684
$7.21M 0.01%
208,458
+88,507
685
$7.09M 0.01%
587,195
+118,244
686
$6.93M 0.01%
+177,492
687
$6.9M 0.01%
217,865
-413,535
688
$6.89M 0.01%
4,683
-36
689
$6.83M 0.01%
597,485
-42,575
690
$6.72M 0.01%
614,332
-37,610
691
$6.57M 0.01%
69,183
+435
692
$6.57M 0.01%
99,320
693
$6.56M 0.01%
350,894
+12,800
694
$6.52M 0.01%
139,770
-12,846
695
$6.48M 0.01%
331,530
696
$6.46M 0.01%
271,510
697
$6.45M 0.01%
1,848,500
+1,063,100
698
$6.43M 0.01%
202,885
699
$6.35M 0.01%
15,787
+184
700
$6.34M 0.01%
552,600
-639,539
26 27
28
29 30